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Complaints, career history, licenses and who owns the company. Every registered advisor's public record, explained in plain English.
The short version
What the record says, in plain English.
Jordan Mercer is registered with Harborline Wealth Partners in Denver.
Disclosure results are in the full report
Complaints & actions
What was alleged, who brought it, how it ended.
Disclosure results are in the full report
Career history
4 firms over 17 years.
Licenses
Status today, and what each one means.
Who owns the company
Founder-led, with a private equity stake.
Fees & conflicts
What you'd pay, and how else the firm is paid.
Fees and conflicts are in the full report
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Clear answers, each with its source.
Complaints & actions
Disputes, sanctions and terminations, explained: what happened and how it ended.
Who owns the company
Every owner of 5% or more, and the companies behind them.
Licenses
Which are active today, and what each one allows them to do.
Fees & conflicts
Your cost in dollars, and every other way the firm gets paid.
Career history
Every registered firm, with dates and locations.
Strategy & clients
How the firm invests and who it serves, from its brochure.
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From all 17,210 SEC-registered advisory firms, as of the SEC's October 2, 2026 data.
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