Investment adviser representative · Tfo Wealth Partners

Jordan L. Crabb

CRD 6635390 · Maumee, OH

At a glance

Jordan L. Crabb is an investment adviser representative with Tfo Wealth Partners in Maumee, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jordan’s SEC record dates to 2019, about 7 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Tfo Wealth PartnersSince June 2026Maumee, OH · $5.7B in regulatory assets

SEC adviser record

Registered since: 2019 (7 years)
Designations: Certified Financial Planner
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Jordan’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 4 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

Open Atlas free Member sign in

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

Every advisor at Tfo Wealth Partners →Tfo Wealth Partners: assets, clients and custodians →Financial advisors in Maumee, OH →Every Tfo Wealth Partners advisor in Maumee →Advisor Moves: who changed firms this week →