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Brian Jourdan

Bill FEW Associates, Inc.

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About Brian Jourdan

Brian Jourdan is a financial advisor with Bill Few Associates, Inc. Brian has been in the financial services industry since 2004. Brian is a Certified Financial Planner™ professional and holds Series 66, 7 and SIE licenses. Brian's focus is on providing financial planning and portfolio management for individuals, families, businesses and charitable organizations. Brian's areas of expertise include retirement planning, college savings, investment management, and estate planning.

Firm Information

Brian Jourdan is currently registered with Bill FEW Associates, Inc.. Bill FEW Associates, Inc. is an investment advisory firm headquartered in Pittsburgh, Pennsylvania. With a team of 24 investment advisor representatives, they manage over $2 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations. Their services encompass financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. The firm participates in wrap fee programs and is registered with the SEC.
Bill FEW Associates, Inc.

107 MT. NEBO POINTE

PITTSBURGH, PA 15237

$2.13B

Assets Under Management

11

Total Clients

26

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Jourdan’s Registration & Firm History

PA

09/08/2022 - Present

Bill FEW Associates, Inc. (PITTSBURGH PA)

PA

12/08/2004 - 12/13/2021

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 08/25/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Jourdan.
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