Jordan Masciorini
Ticino Wealth · Mission Viejo, California
Jordan Masciorini is a fee-only financial advisor at Ticino Wealth in Mission Viejo, California. Jordan focuses on retirement planning. Ticino Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Ticino Wealth |
|---|---|
| Based in | Mission Viejo, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Languages | Russian, Spanish, Serbian, Croatian, French |
| Assets under management | $400.2M across 775 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7028779 |
| Exams passed | Series 66 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | ticinowealth.com |
| Profile |
How Jordan's firm compares
- Ticino Wealth's average account is about $516,000, from its Form ADV (assets managed divided by 775 accounts).
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Questions about Jordan
Is Jordan Masciorini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Ticino Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Ticino Wealth, reports charging a percentage of assets on its SEC Form ADV.
What languages does Jordan work in?
Besides English, Ticino Wealth offers service in Russian, Spanish, Serbian, Croatian and French, according to its website.
Where is Jordan Masciorini based?
Jordan Masciorini is based in Mission Viejo, California.
What does Jordan specialize in?
Jordan's specialties include retirement planning. Jordan works with retirees and pre-retirees.
Is Jordan Masciorini registered with the SEC?
Yes. Jordan Masciorini is registered as an investment adviser representative in CA and TX (CRD 7028779), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ticino Wealth manage?
Ticino Wealth reports $400.2M across 775 accounts in assets under management.
How do I contact Jordan Masciorini?
Through Jordan's website, ticinowealth.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
- Ticino Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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