Investment adviser representative · Modera Wealth Management, LLC
Jordan Rubin
CRD 6608745 · McLean, VA
At a glance
Jordan Rubin is an investment adviser representative with Modera Wealth Management, LLC in McLean, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jordan’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Modera Wealth Management, LLCSince November 2022McLean, VA · $18B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 2 states
- 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
- 3 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
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.
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