Jordan Pfister has been an investment adviser representative at Pathway Financial Advisers since January 2022, and is not listed among the firm’s executive officers or direct owners. Jordan Pfister studied Accounting and Finance (double major) at Kelley School of Business, IUPUI.
Pathway Financial Advisers, LLC is an Auburn, IN firm with $524M under management, 822 clients and 6 advisers in one office, as of its March 2026 filing.
Jordan Pfister is an investment adviser at Pathway Financial Advisers, LLC and a partner at Post & Miller, Inc., a tax and accounting firm. He helps clients manage money in tax-efficient ways. He worked in the tax department of a large accounting firm in Indianapolis, then bought a manufacturing business in Waterloo, Indiana, which he took out of bankruptcy and spent five years expanding while returning it to profitability.
- – present · 4 yearsAuburn, IN · Adviser representative · Firm CRD 166237
Investment adviser representative registrations
Jordan Pfister is registered as an investment adviser representative in Indiana, since January 2022.
- IndianaSince 3 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 September 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jordan Micah Pfister
- CRD
- 7488138
- Firm
- Pathway Financial Advisers · CRD 166237
- Office
- 4571 COUNTY ROAD 35, Auburn, IN 46706
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pathwayria.com
Where does Jordan Pfister work?
Jordan Pfister is an investment adviser representative registered through Pathway Financial Advisers, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Pfister a financial advisor?
Yes. Jordan Pfister has a current investment-adviser registration in Indiana, through Pathway Financial Advisers since January 2022.
How many years of experience does Jordan Pfister have?
Jordan Pfister has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Jordan Pfister passed?
Jordan Pfister passed the Series 65 in September 2021.
Where is Jordan Pfister based?
Jordan Pfister’s registered office is in Auburn, IN.
Is Jordan Pfister registered with FINRA?
No. Jordan Pfister has no current broker registration.
How can I verify Jordan Pfister’s record?
Search CRD 7488138 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Pfister’s full registration record.
