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MJ

Michael T. Jordan

BRIGHTHOUSE SECURITIES
Shelbyville, TN
Some features on this profile are disabled
CRD#: 4244808
MJ

Professional summary

Michael Terrell Jordan, CFP®, who also goes by Michael Jordan, is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in Shelbyville, Tennessee.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 26 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michael Jordan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Terrell Jordan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

December 20, 2018 - Present

BRIGHTHOUSE SECURITIES, LLC

BD
CRD#: 285300
Shelbyville, TN
Past

April 20, 2017 - October 9, 2018

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
OMAHA, NE
Past

April 10, 2017 - October 2, 2018

CWM, LLC

RIA
CRD#: 155344
Omaha, NE
Past

June 22, 2016 - March 15, 2017

SYMMETRY PARTNERS

RIA
CRD#: 120982
GLASTONBURY, CT
Past

July 20, 2007 - May 23, 2016

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

June 1, 2006 - July 11, 2007

E*TRADE SECURITIES LLC

BD
CRD#: 29106
DENVER, CO
Past

May 28, 2004 - September 9, 2005

LPL FINANCIAL LLC

RIA
CRD#: 6413
EAST BERLIN, CT
Past

May 28, 2004 - September 9, 2005

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

September 24, 2002 - June 14, 2004

WS GRIFFITH SECURITIES, INC.

RIA
CRD#: 10410
EAST BERLIN, CT
Past

November 24, 2000 - June 14, 2004

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(12/20/2018)
RR
Montana
(12/20/2018)
RR
New Mexico
(10/30/2024)
RR
New York
(12/20/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/30/2002
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/2/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/22/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 5/30/2025
Investment Company Products/Variable Contracts Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/5/2001
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BRIGHTHOUSE SECURITIES, LLC
BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300 / SEC#: , 8-69845

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
11225 North Community House Road, Charlotte, NC 28277
Mailing Address
11225 North Community House Road, Charlotte, NC 28277
Phone number
(800) 848-3854
Established
Delaware since 02/01/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BRIGHTHOUSE HOLDINGS, LLCSOLE MEMBER (SHAREHOLDER)
BEAULIEU, PHILIP JOHNATHONVICE PRESIDENT5300540
DAVIS, MICHAEL BENJAMINVICE PRESIDENT1742347
LAMBERT, MYLES JOSEPHCHAIRMAN PRESIDENT AND CEO3107551
LEINTZ, DONALD ANTHONYVICE PRESIDENT4374813
MACILVANE, KEVIN MICHAEL JRVICE PRESIDENT5164574
MARTINEZ, JOHN GREGORYPRINCIPAL FINANCIAL OFFICER2210722
MORGAN, JANET MARIEVICE PRESIDENT6770849
NIGRO, GERARD JOSEPHSENIOR VICE PRESIDENT1577003
PROHONIC, KRISTIN LEECHIEF COMPLIANCE OFFICER3048592

Red Flags

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.

Company Information

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300Shelbyville, TN

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