Jordan Maruszak
Jordan Maruszak is a CFP-designated registered investment advisor at Balefire, LLC, based in Ridgeland, MS, with 14 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 2,524 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balefire offers ongoing investment management services based on your individual goals, objectives, time horizon, and risk tolerance. Balefire seeks to design investment strategies utilizing your current financial situation to construct a portfolio designed to match your investment goals. Fees for investment management are calculated as a percentage of the value of your portfolio, including cash, and are collected in advance each quarter.
Location
213 Draperton Drive, Suite A, Ridgeland, MS, 39157
Get directionsHistory
Regulatory History (2)
Financial
September 2020Financial
March 2020Other Business ActivitiesSells Insurance
Jordan works as an investment advisor representative (IAR) and employee for Navitas Wealth Advisory, LLC, dedicating full-time hours to these roles. Jordan also spends about 10-20% of their time selling and servicing insurance policies through Navitas Insurance.
Employment History
Current Registrations
Balefire, LLC
Previous Registrations
Csenge Advisory Group, LLC
Lion Street Financial, LLCBroker
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.