linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bret David Jordan

Jefferies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bret? Claim Your Profile

About Bret David Jordan

Bret David Jordan is a securities professional with over 20 years of experience in the financial industry. Bret is currently registered with Jefferies LLC and has been with the firm since June 2015. Prior to joining Jefferies, Bret worked at BB&T Securities, LLC in Richmond, VA from January 2013 to July 2015 and at Scott & Stringfellow, LLC in Richmond, VA from April 2012 to January 2013. Bret holds a Series 7, 86, 87 and SIE license, and is also licensed to sell securities in 53 states. Bret's extensive experience and broad knowledge of the financial markets make him a valuable asset to his clients.

Firm Information

Bret Jordan is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bret Jordan’s Registration & Firm History

MA

06/29/2015 - Present

Jefferies LLC (BOSTON MA)

VA

01/02/2013 - 07/13/2015

BB&T SECURITIES, LLC (RICHMOND VA)

VA

04/11/2012 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (RICHMOND VA)

MA

04/23/2009 - 03/26/2012

AVONDALE PARTNERS, LLC (BOSTON MA)

CT

04/10/1997 - 03/25/2004

ADVEST, INC. (HARTFORD CT)

Not sure if Bret David Jordan is right for you?

Licenses & Designations

BC

Issued 05/15/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2009

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 05/20/2009

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 04/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Bret David Jordan.
Not sure if Bret David Jordan is right for you?