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Brian Edward Jordan

Fidelity Brokerage Services LLC

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About Brian Edward Jordan

Brian Jordan is a financial professional with over 6 years of experience in the industry. Brian is currently registered with Fidelity Brokerage Services LLC and is licensed in 53 states. Brian specializes in providing comprehensive financial advice to individuals and families. Prior to joining Fidelity, Brian worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Brian Jordan is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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Brian Jordan’s Registration & Firm History

FL

06/11/2019 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

FL

08/19/2016 - 04/30/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 10/05/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/16/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Brian Edward Jordan. Review regulatory record here.
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