Brandt Jordan
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
3040 Post Oak Blvd, Suite 1150, Houston, TX, 77056
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Regulatory History (1)
Criminal
July 1993Other 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
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Nylife Securities LLCBroker
State Registrations14 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.