Jordie Czapinski has been Chief Compliance Officer of Intelligence Driven Advisers since November 2018, is a control person of the firm and directly owns under 5% of it.
Intelligence Driven Advisers, LLC is a Carlsbad, CA firm with $882M under management, 660 clients and 11 advisers across 2 offices, as of its March 2026 filing.
Jordie Czapinski’s longest registration was 8 years at Labrum Wealth Management, LLC (2010–2019). Before joining Intelligence Driven Advisers in 2019, Jordie Czapinski was registered through Labrum Wealth Management, LLC and Morgan Stanley Smith Barney LLC.
- – present · 7 yearsCarlsbad, CA · Adviser representative · Firm CRD 299589
- Labrum Wealth Management, LLC– · 8 yearsCarlsbad, CA · Adviser representative · Firm CRD 150734
- Morgan Stanley Smith Barney LLC– · under a yearRancho Bernardo, CA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · under a yearRancho Bernardo, CA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Jordie Czapinski is registered as an investment adviser representative in California, since January 2019.
- CaliforniaSince 3 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 April 2009 |
| Series 7 | General Securities Representative Examination | 19 February 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jordie Elizabeth Czapinski
- CRD
- 5304232
- Firm
- Intelligence Driven Advisers · CRD 299589
- Role
- Chief Compliance Officer
- Office
- 2792 GATEWAY ROAD, Carlsbad, CA 92009
- Registration
- Investment adviser registration
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jordie Czapinski work?
Jordie Czapinski has been Chief Compliance Officer of Intelligence Driven Advisers, LLC since November 2018, and is a control person of the firm.
Is Jordie Czapinski a financial advisor?
Yes. Jordie Czapinski has a current investment-adviser registration in California, through Intelligence Driven Advisers since January 2019.
How many years of experience does Jordie Czapinski have?
Jordie Czapinski has 18 years in the financial industry, since February 2008, across 4 adviser firms.
What exams has Jordie Czapinski passed?
Jordie Czapinski has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2008. FINRA credited Jordie Czapinski with the SIE, which began in October 2018.
Where did Jordie Czapinski work before Intelligence Driven Advisers?
Before Intelligence Driven Advisers, Jordie Czapinski was registered through Morgan Stanley Smith Barney LLC, June 2009 to September 2009; Citigroup Global Markets Inc., April 2009 to June 2009.
Where is Jordie Czapinski based?
Jordie Czapinski’s registered office is in Carlsbad, CA.
Is Jordie Czapinski registered with FINRA?
No. Jordie Czapinski has no current broker registration.
How can I verify Jordie Czapinski’s record?
Search CRD 5304232 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordie Czapinski’s full registration record.
