Jordie Czapinski

Biography

Jordie Czapinski has been in the financial industry since 2007, bringing over a decade of experience in business management and compliance. She began her career with Smith Barney, where she worked with The Labrum Group as a Client Service Associate, and now serves as Partner, CCO, and COO at Intelligence Driven Advisers.

Jordie holds a bachelor’s degree in economics from San Diego State University, where she was also a scholar-athlete on the women’s basketball team. She also holds the Series 66 license, having passed the Uniform Combined State Law Examination, which qualifies her to serve as an investment adviser representative.

Jordie plays a key role in driving the firm’s growth and strategic direction and is passionate about developing and implementing processes that enhance operational efficiency while ensuring adherence to industry regulations. 

Outside of work, she enjoys spending time with her family, including her husband and their four children.

Credentials & Designations

• Series 66 - Uniform Combined State Law Exam

• FINRA