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Jordan Awoye

Advisor at Awoye Capital, LLC

Updated today
Awoye Capital, LLC logo

Firm

Awoye Capital, LLC

Location

Bay Shore, NY

Credentials

Series 66

Industry experience

9 years

About

Jordan Awoye is the principal of Awoye Capital, LLC, an independent advisory firm. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Equitable Advisors and Axa Advisors. In addition to his advisory work, Awoye is the founder and instructor of The Language of Money LLC, which offers a financial literacy e-course. Awoye Capital provides discretionary asset management and financial planning services to individual investors, private clients, business entities, and qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to tailor investment strategies, including the use of derivatives, and also offers ERISA 3(21) retirement-plan advisory support.

Client services

Based on Awoye Capital, LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops Business advisory

Expertise

Based on Awoye Capital, LLC

Business Financial Management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001 - $25,000,000: 0.25% annually $25,000,001+: 0.15% annually

Other

Fee-only: Financial planning: one-time fixed fee $250 to $10,000; ongoing financial planning: monthly fixed fee $1,000 to $7,000; business planning: monthly fixed fee $2,000 to $10,000; seminars/workshops: $25 per person

Location

Bay Shore, NY

Most active in

New York

Work history

Mbg360 Llc

2025 - Present (1 year)

Awoye Capital, LLC

2025 - Present (1 year)

The Language Of Money Llc

2023 - Present (3 years)

Weild & Co.

2023 - Present (3 years)

The Languages of Money Institute

2022 - Present (4 years)

Awoye Capital, LLC

2021 - Present (5 years)

Equitable Advisors

2016 - 2021 (5 years)

Axa Advisors, Llc

2016 - 2020 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Active portfolio management Options & derivatives strategies

Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Options & derivatives strategies Concentrated stock management
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Gina G

Series 65

Dix Hills, NY

Life Planning Agency, Inc

Income planning College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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Christopher W

Series 65

Commack, NY

First Shelbourne

Passive / index investing Active portfolio management Retired
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Carl F

CFP®, CFA®, Series 63, Series 65

Melville, NY

Excelsior

Options & derivatives strategies Tax-loss harvesting
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