David Jordan
Trail Ridge Investment Advisors · Fort Collins, Colorado
David Jordan is a fee-only financial advisor at Trail Ridge Investment Advisors in Fort Collins, Colorado, who holds the CFA credential. Trail Ridge Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Trail Ridge Investment Advisors |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $352.9M across 465 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 4399288 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.trailridgewm.com |
How David's firm compares
- Trail Ridge Investment Advisors's average account is about $759,000, from its Form ADV (assets managed divided by 465 accounts).
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Questions about David
Is David Jordan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Trail Ridge Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Trail Ridge Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Jordan based?
David Jordan is based in Fort Collins, Colorado.
What credentials does David Jordan hold?
David Jordan holds the CFA credential.
Is David Jordan registered with the SEC?
Yes. David Jordan is registered as an investment adviser representative in CO (CRD 4399288), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trail Ridge Investment Advisors manage?
Trail Ridge Investment Advisors reports $352.9M across 465 accounts in assets under management.
How do I contact David Jordan?
Through David's website, www.trailridgewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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