TrueAdvisor
TrueAdvisor
Jordan Naffa
JN
CFP
Jordan Naffa
JN
CFP

Jordan Naffa

Arista Wealth Management, LLC
10 Years of Experience
Las Vegas, NV
Sells Insurance
View SEC Summary
View SEC Summary

Jordan Naffa is a CFP-designated registered investment advisor at Arista Wealth Management, LLC, based in Las Vegas, NV, with 10 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 530 clients with $1.2B in assets under management.

Arista Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
530 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fee varies by client based on services provided and does not exceed 2.0% per annum. All fee arrangements are negotiable. Subject to a minimum annual fee of $5,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV, 89148

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jordan is a licensed insurance agent since 2015. He spends minimal time on this activity.

Employment History
Current Registrations
Arista Wealth Management, LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Portfolio Advisors, INC.
May 2016 - January 2023 · 6 yrs 8 mos
Mutual of Omaha Investor Services, INC.
February 2016 - May 2016 · 3 mos
State Registrations1 state
NV
Advisor

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.

Exams
No exam information available for this advisor.
Additional Information

Jordan Naffa is the Director of Financial Planning at Arista Wealth Management. He is a driving force for the company’s client engagements and wealth management strategies. Before joining Arista Wealth Management, he worked for nearly a decade as a financial advisor in the Central Valley of California.

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