Brian Jourdan
Professional summary
Brian Jourdan, CFP® is a registered financial advisor currently at BILL FEW ASSOCIATES, INC. located in Pittsburgh, Pennsylvania.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brian has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Jourdan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
February 12, 2010 - Present
BILL FEW ASSOCIATES, INC.
Office #1: 740 Washington Road Suite 100, Pittsburgh, PA 15228December 8, 2004 - December 13, 2021
BILL FEW SECURITIES, INC.
Primary Firm SEC Registration
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/12/2010)
(9/8/2022)
Exams
Current Firm
BILL FEW ASSOCIATES, INC.
CRD#: 133561 / SEC#: 801-29235
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,817 |
| AUM (Assets Under Management) | $ 2,642,969,998 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/14/2025 | ||
| 08/19/2024 | ||
| 06/30/2023 | ||
| 08/05/2022 |
Red Flags
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