Jordan Sam has been an investment adviser representative at Alpha Solutions Investment Advisors since May 2025, and is not listed among the firm’s executive officers or direct owners. Jordan Sam holds a B.S. in Computer Science with a Business Applications focus from the University of California, Riverside.
Alpha Solutions Investment Advisors, LLC is a South San Francisco, CA firm with $466M under management, 490 clients and 4 advisers in one office, as of its August 2026 filing.
Jordan Sam is Portfolio Manager of Alpha Solutions Investment Advisors. Since 2019 he has led projects that combine technical solutions with practical decisions. As a Data and Metrics Lead he developed data systems to improve client reporting, implemented SEO strategies and designed interfaces that support advisor-client interactions.
- – present · 1 yearSouth San Francisco, CA · Adviser representative · Firm CRD 156541
Investment adviser representative registrations
Jordan Sam is registered as an investment adviser representative in California, since May 2025.
- CaliforniaSince 7 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jordan Baley Sam
- CRD
- 8090096
- Firm
- Alpha Solutions Investment Advisors · CRD 156541
- Office
- 400 OYSTER POINT BLVD., SUITE 407, South San Francisco, CA 94080
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- asiadvisors.com
Where does Jordan Sam work?
Jordan Sam is an investment adviser representative registered through Alpha Solutions Investment Advisors, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Sam a financial advisor?
Yes. Jordan Sam has a current investment-adviser registration in California, through Alpha Solutions Investment Advisors since May 2025.
How many years of experience does Jordan Sam have?
Jordan Sam has 1 year in the financial industry, since May 2025, across 1 adviser firm.
What exams has Jordan Sam passed?
Jordan Sam passed the Series 65 in May 2025.
Where is Jordan Sam based?
Jordan Sam’s registered office is in South San Francisco, CA.
Is Jordan Sam registered with FINRA?
No. Jordan Sam has no current broker registration.
How can I verify Jordan Sam’s record?
Search CRD 8090096 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Sam’s full registration record.
