Jordan Mistretta has been an investment adviser representative at Carlson & Company Financial Services since November 2024, and is not listed among the firm’s executive officers or direct owners.
Carlson & Company Financial Services, LLC is a Topeka, KS firm with $632M under management, 1,097 clients and 10 advisers across 5 offices, as of its March 2026 filing.
- Carlson FinancialCurrent– present · 1 yearGlen Allen, VA · Adviser representative · Firm CRD 295907
Investment adviser representative registrations
Jordan Mistretta is registered as an investment adviser representative in Virginia, since November 2024.
- VirginiaSince 5 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 November 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jordan Peter Mistretta
- CRD
- 8004680
- Firm
- Carlson & Company Financial Services · CRD 295907
- Office
- 5207 HICKORY PARK DRIVE, SUITE E, Glen Allen, VA 23059
- Registration
- Investment adviser registration
- In the industry since
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jordan Mistretta work?
Jordan Mistretta is an investment adviser representative registered through Carlson & Company Financial Services, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Mistretta a financial advisor?
Yes. Jordan Mistretta has a current investment-adviser registration in Virginia, through Carlson & Company Financial Services since November 2024.
How many years of experience does Jordan Mistretta have?
Jordan Mistretta has 1 year in the financial industry, since November 2024, across 1 adviser firm.
What exams has Jordan Mistretta passed?
Jordan Mistretta passed the Series 65 in November 2024.
Where is Jordan Mistretta based?
Jordan Mistretta’s registered office is in Glen Allen, VA.
Is Jordan Mistretta registered with FINRA?
No. Jordan Mistretta has no current broker registration.
How can I verify Jordan Mistretta’s record?
Search CRD 8004680 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Mistretta’s full registration record.