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BJ
CFP
BJ
CFP

Brandt Jordan

Park Avenue Securities LLC
13 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Brandt Jordan is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Houston, TX, with 13 years of industry experience. Brandt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3040 Post Oak Blvd, Suite 1150, Houston, TX, 77056

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History

Regulatory History (1)
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Criminal
July 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brandt works with companies to provide benefits and group insurance, dedicating a few hours per week. Brandt is also a co-owner of Old Republic English Bulldogs, a dog breeding business, spending a few hours per week on this activity.

Employment History
Current Registrations
Park Avenue Securities LLC
March 2026 - Present · 7 mos
Park Avenue Securities LLC
March 2026 - Present · 7 mos
Park Avenue Securities LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
Park Avenue Securities LLC
December 2015 - February 2026 · 10 yrs 2 mos
Park Avenue Securities LLCBroker
August 2013 - February 2026 · 12 yrs 6 mos
Nylife Securities LLCBroker
September 2012 - June 2013 · 9 mos
State Registrations19 states
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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.
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