Advisor at Claro Advisors Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Claro Advisors Inc.
Location
Tyler, TX 75702
Credentials
Series 66
Industry experience
13 years
Jordan Pedron is a financial advisor at NDVR with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Personal Capital Advisors Corporation, Fidelity Brokerage Services, and The Pedron Group. Outside of his advisory work, he is the owner of Saleside, LLC, a technical dashboard development company based in Frisco, TX. NDVR provides wealth optimization services to individuals, families, and related entities in the U.S., combining proprietary portfolio design tools with human oversight to create personalized, adaptive investment strategies. The firm employs advanced quantitative methods and routinely uses derivatives and leverage within separately managed accounts to align portfolios with clients’ financial plans.
Based on Claro Advisors Inc.
Fixed fees for financial planning (negotiable), estate planning flat fee $500 to $2,500, retirement plan advisory flat fee up to $40,000 annually
$0+: 0.50% to 1.50% annually (negotiable based on factors) $0+: Up to 1.00% annually for retirement plan advisory services $0+: 0.65% annually consulting fee for Financial Institution Consulting Services (based on MSI assets) $0+: Up to 3.00% total blended fee max including Independent Managers
Up to $300 per hour for financial planning/consulting services
Fee-only: Financial planning or consulting services offered hourly up to $300/hour, fixed fees negotiable, annual retainer up to $6,500/year, estate planning flat fee $500 to $2,500
410 W Erwin St
Tyler, TX 75702
Texas
Claro Advisors Inc.
2025 - Present (1 year)
NDVR, Inc.
2025 - Present (1 year)
The Pedron Group
2024 - 2025 (1 year)
NDVR, Inc.
2023 - 2024 (1 year)
Personal Capital Advisors Corporation
2017 - 2022 (5 years)
Fidelity Brokerage services, LLC
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
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