Jordan Szekely has been Chief Compliance Officer & Managing Member of Cherrydale Wealth Management since August 2014, is a control person of the firm and directly owns 75% or more of it.
Cherrydale Wealth Management, LLC is a Montclair, NJ firm with $495M under management, 76 clients and 1 adviser in one office, as of its June 2026 filing.
- – present · 11 yearsMontclair, NJ · Adviser representative · Firm CRD 171541
Investment adviser representative registrations
Jordan Szekely is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2015; the most recent is Texas, in October 2023.
- CaliforniaSince 7 January 2015
- New YorkSince 30 May 2021
- TexasResidentSince 17 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 June 2014 |
| Series 3 | National Commodity Futures Examination | 19 March 2010 |
| Series 66 | Uniform Combined State Law Examination | 2 March 2010 |
| Series 7 | General Securities Representative Examination | 16 February 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jordan Ian Szekely
- CRD
- 5752557
- Firm
- Cherrydale Wealth Management · CRD 171541
- Role
- Chief Compliance Officer & Managing Member
- Office
- 28 VALLEY ROAD, SUITE 1, Montclair, NJ 07042
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Jordan Szekely work?
Jordan Szekely has been Chief Compliance Officer & Managing Member of Cherrydale Wealth Management, LLC since August 2014, and is a control person of the firm.
Is Jordan Szekely a financial advisor?
Yes. Jordan Szekely has a current investment-adviser registration in California, New York and Texas, through Cherrydale Wealth Management since January 2015.
How many years of experience does Jordan Szekely have?
Jordan Szekely has 11 years in the financial industry, since December 2014, across 1 adviser firm.
What exams has Jordan Szekely passed?
Jordan Szekely has passed 4 licensing exams: the Series 7, Series 66, Series 3 and Series 65. The earliest, the Series 7, was passed in February 2010.
Where is Jordan Szekely based?
Jordan Szekely’s registered office is in Montclair, NJ.
Is Jordan Szekely registered with FINRA?
No. Jordan Szekely has no current broker registration.
How can I verify Jordan Szekely’s record?
Search CRD 5752557 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Szekely’s full registration record.