TrueAdvisor
TrueAdvisor
BJ
BJ

Brian Patrick Jordan

Usi Securities, INC.
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Usi Securities, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Location

95 Glastonbury Blvd, Suite 102, Glastonbury, CT, 06033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Usi Securities, INC.
August 2020 - Present · 5 yrs 6 mos
Usi Securities, INC.Broker
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Voya Financial Partners, LLCBroker
October 2006 - March 2020 · 13 yrs 5 mos
State Registrations4 states
CTNJNYVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.