Jordan Miotto is a registered investment advisor at Miotto, Jordan Philip, based in Anaheim, CA. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Financial Planning & Investment Consultation — Flat fee of $400, covering a comprehensive review of your financial situation, including retirement planning, cash flow/debt management, education planning, and a one-time portfolio review. The service concludes with a written report.
One-Time Plan:$400
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Location
Anaheim, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Miotto, Jordan Philip
March 2026 - Present · 2 mos
State Registrations1 state
CA
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.