Niva WealthLet’s talk

Jordan Lipman

Co-Founder at Ethic

No current adviser or broker registrationSEC record checked 18 October 2026

1
Past adviser firms
3
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Jordan Lipman is Co-Founder of Ethic Inc., a New York investment adviser managing $10.1B. Jordan Lipman has past investment-adviser registrations through 1 firm and has passed the Series 7, Series 66 and SIE.

Role at Ethic

Title on Schedule A
Co-Founder
Control
Jordan Lipman is not a control person of Ethic.
Ownership
The filed direct ownership band is 5% to 10%.
Tenure
Jordan Lipman has held the filed role since January 2016.

The firm

Ethic Inc.
New York, NY

Form ADV filed 28 August 2026

$10.1B AUM189 clients13 advisers1 offices

Career on record

Firms and exams, newest first
  1. Ethic Inc.
    – · 9 years
    New York, NY · Adviser representative · Firm CRD 282827
  2. Passed SIE · 2015
  3. Passed Series 7 and Series 66 · 2013

Registrations and exams

No current adviser or broker registration. Jordan Lipman has passed 3 qualifying exams.

Examinations

Series 6626 August 2013
Name
Uniform Combined State Law Examination
SIE4 March 2015
Name
Securities Industry Essentials Examination
Series 75 August 2013
Name
General Securities Representative Examination

Individual record

Full name
Jordan Josh Lipman
CRD
6206176
Firm
Ethic Inc.
Registration status
No current adviser or broker registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jordan Lipman work?

Jordan Lipman has been Co-Founder of Ethic Inc. since January 2016.

Source: Form ADV, Schedule A, filed 28 August 2026

Does Jordan Lipman have a current investment-adviser registration?

Jordan Lipman has no current investment-adviser or broker registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Jordan Lipman passed?

Jordan Lipman has passed 3 licensing exams: the Series 7, Series 66 and SIE. The earliest, the Series 7, was passed in August 2013.

Source: IAPD individual record, checked 18 October 2026

Where was Jordan Lipman previously registered as an investment adviser?

Jordan Lipman has past investment-adviser registrations through Ethic Inc., February 2016 to October 2024, across 1 firm.

Source: IAPD individual record, checked 18 October 2026

Leadership at Ethic

Sources

  1. IAPD individual record, CRD 6206176. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ethic Inc., filed 28 August 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jordan Lipman or Ethic Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.