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Jonathan Harper Jordan

Confluence Financial Partners

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About Jonathan Harper Jordan

Jonathan Harper Jordan is a registered investment advisor representative with Confluence Financial Partners, providing investment advisory services to clients in Florida, Pennsylvania, and Texas. Jonathan has been in the financial services industry since 2013. Prior to joining Confluence Financial Partners, Jonathan was a registered representative with Raymond James Financial Services, Inc. and Wells Fargo Advisors Financial Network, LLC.

Firm Information

Jonathan Jordan is currently registered with Confluence Financial Partners. Confluence Financial Partners is a Registered Investment Advisor (RIA) located in McMurray, Pennsylvania. They offer a variety of investment services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $3.06 billion in assets for a diverse clientele that includes individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Confluence Financial Partners

732 E MCMURRAY RD

MCMURRAY, PA 15317

$3.06B

Assets Under Management

48

Total Clients

36

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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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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Jonathan Jordan’s Registration & Firm History

PA

10/29/2021 - Present

Confluence Financial Partners (MCMURRAY PA)

PA

04/24/2015 - 07/12/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (PITTSBURGH PA)

PA

07/09/2014 - 05/06/2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PITTSBURGH PA)

PA

10/03/2013 - 12/03/2013

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 04/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Harper Jordan.
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