Bryan Jordan is a CFP-designated registered investment advisor, based in Fort Thomas, KY, with 13 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Fort Thomas, KY
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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.
Learn about disclosures →Employment History
Current Registrations
Independent Financial Partners
July 2025 - Present · 1 yr 3 mos
Ifp Securities, LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Censifi
August 2023 - August 2025 · 2 yrs
Prestige Wealthwide, LLC
July 2022 - April 2023 · 9 mos
Zega Financial, LLC
May 2021 - January 2023 · 1 yr 8 mos
Fidelity Personal and Workplace Advisors
August 2018 - March 2021 · 2 yrs 7 mos
Fidelity Brokerage Services LLCBroker
March 2013 - March 2021 · 8 yrs
State Registrations6 states
CACOILKSKYOH
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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