Byron Patrick Jordan Jr
CFP®Professional Summary
Byron Patrick Jordan JR, CFP®, who also goes by Byron P Jordan Jr, was a registered financial advisor. Byron was a previously registered financial professional and started their career in finance 1994 - 2023. Byron had worked at 6 firms and has passed the Series 65, Series 63, Series 72, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Retirement Income Management
Other Aliases
Byron P Jordan Jr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
DOULOS WEALTH MANAGEMENT | TLWM, LLC | TLWM FINANCIAL | TEXAS LEGACY WEALTH MANAGEMENT | TDF PLATINUM WEALTH MANAGEMENT | RSB WEALTH STRATEGIES | PELLEGRINO AND ASSOCIATES FINANCIAL SERVICES, LLC | JORDAN FINANCIAL GROUP, INC. | FREE FINANCIAL GROUP
Contact Information
Main Address
40 Ne Loop 410 Suite 644, San Antonio, TX 78216Phone Number
+1 (877) 348-8822# of Employees
11SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,173AUM (Assets Under Management)
$605,405,861Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
DOULOS WEALTH MANAGEMENT | TLWM, LLC | TLWM FINANCIAL | TEXAS LEGACY WEALTH MANAGEMENT | TDF PLATINUM WEALTH MANAGEMENT | RSB WEALTH STRATEGIES | PELLEGRINO AND ASSOCIATES FINANCIAL SERVICES, LLC | JORDAN FINANCIAL GROUP, INC. | FREE FINANCIAL GROUP
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 72 — Government Securities Representative Examination
Passed Jan 2023Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Byron
- Retirement Planning
- Retirement Income Management
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