# JORDAN DAVID CHARLES

JORDAN DAVID CHARLES appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [TRAIL RIDGE INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/284741) | CHIEF INVESTMENT OFFICER | FORT COLLINS, CO |
| — | Form ADV | [TRIBUTARY CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/112528) | MANAGING DIRECTOR, CIO | OMAHA, NE |
| — | Form ADV | [POLAR INVESTMENT COUNSEL, INC.](https://search.stillhousedata.com/firm/42847) | PRESIDENT, GENERAL PRINCIPAL, OPTIONS PRINCIPAL, MUNICIPAL PRINCIPAL | — |
| — | Form ADV | [JORDAN INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/142057) | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | FORT COLLINS, CO |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.