Jordan Shaw has been an investment adviser representative at Hixon Zuercher since April 2024, and is not listed among the firm’s executive officers or direct owners. Jordan Shaw holds a Bachelor's Degree in Business Administration: Financial Planning from Liberty University.
Hixon Zuercher, LLC is a Findlay, OH firm with $488M under management, 390 clients and 7 advisers in one office, as of its April 2026 filing.
Jordan Shaw is Wealth Advisor of Hixon Zuercher Capital Management. He works with the advisory team on data gathering and analysis, cash flow planning, tax planning strategies and general financial wellness. After graduating from Liberty University in 2018, he began his career as a financial advisor in the Greater Philadelphia region, working with pharmaceutical executives and other high-net worth individuals on retirement and benefits planning.
Jordan Shaw’s longest registration is the current one, 2 years at Hixon Zuercher since 2024. Before joining Hixon Zuercher in 2024, Jordan Shaw was registered through Wescott Financial Advisory Group LLC and Asset Planning Services LTD.
- – present · 2 yearsFindlay, OH · Adviser representative · Firm CRD 123465
- Wescott Financial Advisory Group LLC– · 2 yearsPhiladelphia, PA · Adviser representative · Firm CRD 105989
- Asset Planning Services LTD.– · under a yearHarleysville, PA · Adviser representative · Firm CRD 105727
Professional designations
Listed by Hixon Zuercher
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jordan Shaw is registered as an investment adviser representative in 2 states. Each was approved in April 2024.
- OhioSince 23 April 2024
- TexasSince 15 April 2024
Examinations
No examinations are on Jordan Shaw’s record.
- Full name
- Jordan Marc Shaw
- CRD
- 7369093
- Firm
- Hixon Zuercher · CRD 123465
- Office
- 101 WEST SANDUSKY STREET, SUITE 301, Findlay, OH 45840
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hzcapital.com
Where does Jordan Shaw work?
Jordan Shaw is an investment adviser representative registered through Hixon Zuercher, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Shaw a financial advisor?
Yes. Jordan Shaw has a current investment-adviser registration in Ohio and Texas, through Hixon Zuercher since April 2024.
How many years of experience does Jordan Shaw have?
Jordan Shaw has 5 years in the financial industry, since June 2021, across 3 adviser firms.
Where did Jordan Shaw work before Hixon Zuercher?
Before Hixon Zuercher, Jordan Shaw was registered through Wescott Financial Advisory Group LLC, January 2022 to March 2024; Asset Planning Services LTD., April 2021 to December 2021.
Where is Jordan Shaw based?
Jordan Shaw’s registered office is in Findlay, OH.
Is Jordan Shaw registered with FINRA?
No. Jordan Shaw has no current broker registration.
Is Jordan Shaw a CFP?
Hixon Zuercher lists Jordan Shaw with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jordan Shaw’s record?
Search CRD 7369093 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Shaw’s full registration record.
