Jordan Schrage
LI Wealth Management · Melville, New York
Jordan Schrage is a fee-only financial advisor at LI Wealth Management in Melville, New York. LI Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | LI Wealth Management |
|---|---|
| Based in | Melville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $235K across 24 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7961096 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Jordan
Is Jordan Schrage a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and LI Wealth Management 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, LI Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Schrage based?
Jordan Schrage is based in Melville, New York.
Is Jordan Schrage registered with the SEC?
Yes. Jordan Schrage is registered as an investment adviser representative in NY (CRD 7961096), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LI Wealth Management manage?
LI Wealth Management reports $235K across 24 accounts in assets under management.
How do I contact Jordan Schrage?
Contact details aren't on file yet. Search for LI Wealth Management.
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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