JP
CFP
JP
CFP

Jordan Pence

9 Years of Experience
BrokerSells Insurance

Jordan Pence is a CFP-designated registered investment advisor, based in Flower Mound, TX, with 9 years of industry experience.

Location

3713 Gilbert Ct, Flower Mound, TX, 75022

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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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Other Business ActivitiesSells Insurance

Jordan is involved with ARC Insurance Agency, marketing and selling fixed insurance products, dedicating about 10-20% of their time. Jordan is also a managing partner at Wealth Concepts Inc DBA Advisors Resource Company, overseeing sales and operations of a fixed insurance business, spending a few hours per week.

Employment History
Current Registrations
The Leaders Group, INC.
February 2026 - Present · 2 mos
The Leaders Group, INC.Broker
February 2026 - Present · 2 mos
Mha Financial CORP
September 2023 - Present · 2 yrs 7 mos
Previous Registrations
Bfc Planning, INC.
November 2013 - November 2017 · 4 yrs
Securities Management & Research, INC.Broker
November 2013 - November 2017 · 4 yrs
Hornor, Townsend & Kent, INC.
October 2010 - November 2013 · 3 yrs 1 mo
Hornor, Townsend & Kent, INC.Broker
June 2010 - November 2013 · 3 yrs 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jordan Pence - Financial Advisor | TrueAdvisor