Jordan Fowler is a CFP-designated registered investment advisor, based in Seven Fields, PA, with 10 years of industry experience.
Location
310 Seven Fields Blvd., Suite 161, Seven Fields, PA, 16046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan is the owner of Fowler Family Holdings, a holding company for a personal investment in a roofing company. Jordan spends minimal time reviewing financial reports and providing marketing input, with his wife handling the majority of the work.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
PNC Investments
PNC InvestmentsBroker
State Registrations3 states
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.