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Brian Patrick Jordan

USI Securities, Inc.

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About Brian Patrick Jordan

Brian Patrick Jordan is a financial professional with over 15 years of experience in the industry. He has a Series 6, 26, 63, and 65 license, along with the SIE. Brian is currently registered with USI Securities, Inc. and previously worked with VOYA FINANCIAL PARTNERS, LLC. Brian Jordan's current employment with USI Securities, Inc. began in April 2020, and his previous employment with VOYA FINANCIAL PARTNERS, LLC ended in March 2020. He provides advisory services that include the selection of other advisers. Brian Jordan and USI Securities, Inc. are registered with the state of Connecticut.

Firm Information

Brian Jordan is currently registered with USI Securities, Inc.. USI Securities, Inc. is a Corporation formed on July 29, 1997 and headquartered in GLASTONBURY, CT. The firm is registered with the SEC and all 52 states and offers selection of other advisers services to individuals other than high-net-worth, pension and profit sharing plans, and other investment advisers. The firm has 23 registered representatives and 19 investment adviser representatives and currently manages $0 in assets for 105 clients.
USI Securities, Inc.

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

Not reported

Assets Under Management

105

Total Clients

31

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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selection of other advisors

Helps you choose top advisors aligned with your 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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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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other

Bundled consulting and advisory fees

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Brian Jordan’s Registration & Firm History

CT

08/14/2020 - Present

USI Securities, Inc. (GLASTONBURY CT)

CT

10/23/2006 - 03/31/2020

VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)

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Licenses & Designations

IA

Issued 08/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Patrick Jordan.
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