Jeffrey Jordan is a CFP-designated registered investment advisor, based in Florham Park, NJ, with 10 years of industry experience.
Location
180 Park Avenue, Suite 201, Florham Park, NJ, 07932
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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
Msec, LLCBroker
October 2025 - Present · 9 mos
Mariner Wealth
July 2025 - Present · 1 yr
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2023 - July 2025 · 2 yrs 6 mos
Advice and Planning Services
January 2023 - July 2025 · 2 yrs 6 mos
Fidelity Personal and Workplace Advisors
July 2021 - December 2022 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
May 2016 - December 2022 · 6 yrs 7 mos
AXA Advisors, LLCBroker
September 2015 - March 2016 · 6 mos
State Registrations1 state
NJ
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.