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Jordan David Daugherty

Financial Services Advisory

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About Jordan David Daugherty

Jordan Daugherty is a financial advisor with Financial Services Advisory, Inc. Jordan has been in the financial services industry since 2018. Jordan's expertise includes financial planning, portfolio management for individuals and businesses. Jordan is a Chartered Financial Analyst and holds a Series 7, Series 66 and SIE license. Prior to joining Financial Services Advisory, Inc., Jordan worked at Madison Avenue Securities, LLC and H. Beck, Inc.

Firm Information

Jordan Daugherty is currently registered with Financial Services Advisory. Financial Services Advisory is an investment advisory firm headquartered in Rockville, MD. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Financial Services Advisory manages approximately $693.7 million in assets for 1,981 clients.
Financial Services Advisory

ONE CHURCH STREET

ROCKVILLE, MD 20850

$693.70M

Assets Under Management

5

Total Clients

9

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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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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Jordan Daugherty’s Registration & Firm History

MD

01/01/2025 - Present

Financial Services Advisory (ROCKVILLE MD)

VA

03/22/2021 - 06/04/2021

MADISON AVENUE SECURITIES, LLC (Alexandria VA)

MD

09/25/2018 - 03/18/2021

H. BECK, INC. (Rockville MD)

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Licenses & Designations

BOTH

Issued 11/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan David Daugherty.
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