Advisor at Riley S. Crosbie Advisory, LLC dba Crosbie Financial
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Firm
Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Location
Providence, UT
Credentials
Series 65
Industry experience
< 1 year
Jordan Castleton is a financial advisor at Riley S. Crosbie Advisory, LLC dba Crosbie Financial, holding a Series 65 designation. He has one year of industry experience, including prior roles at Adams Wealth Advisors and Goldman Sachs. Riley S. Crosbie Advisory principally manages pooled and institutional-style accounts with ongoing portfolio management and complementary financial planning. The firm employs a combination of cyclical and fundamental analysis alongside modern portfolio theory and quantitative methods to construct long-term portfolios consisting of mutual funds, fixed income, ETFs, equities, and insurance products.
Based on Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Based on Riley S. Crosbie Advisory, LLC dba Crosbie Financial
$0 - $2,000,000: 1.50% annually $2,000,001 - $3,000,000: 1.33% annually $3,000,001 - $5,000,000: 1.20% annually $5,000,001 - $7,000,000: 1.00% annually $7,000,001 - $10,000,000: 0.85% annually $10,000,001+: 0.60% annually
Commissions received from sale of insurance products; not primary source of compensation.
Providence, UT
Utah
Riley S. Crosbie Advisory, LLC
2025 - Present (1 year)
Riley S. Crosbie Advisory, LLC
2025 - Present (1 year)
Adams Wealth Advisors
2024 - 2025 (1 year)
Goldman Sachs
2024 - 2024 (1 year)
Visionary Homes
2023 - 2024 (1 year)
Student
2022 - 2023 (1 year)
Fox Pest Control
2022 - 2022 (1 year)
Al's Sporting Goods
2021 - 2022 (1 year)
Unemployed
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Newton, UT
Ferguson Financial Advisors
Series 63, Series 65
Providence, UT
Connect Financial Advisors
CFP®, Series 63
North Logan, UT
Allred Jackson Financial Planning, LLC
CFP®, Series 66
Providence, UT
Connect Financial Advisors
CFP®, Series 65
Providence, UT
Riley S. Crosbie Advisory, LLC dba Crosbie Financial
Series 65
Logan, UT
Peak Investment Coaching, LLC
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