Alfred H. Jordan

RELIANT INVESTMENT MANAGEMENT

Memphis, TN 38120-1446

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CRD#: 5149376

Professional summary

Alfred Harris Jordan JR, who also goes by Alfred Harris Jordan, Harris Jordan, is a registered financial advisor currently at RELIANT INVESTMENT MANAGEMENT, LLC located in Memphis, Tennessee.

Alfred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alfred has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alfred Harris Jordan | Harris 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) - RIA

Click below to view Alfred Harris Jordan JR's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 22, 2018 - Present

RELIANT INVESTMENT MANAGEMENT, LLC

Office #1: 1715 Aaron Brenner Drive Suite 504, Memphis, TN 38120-1446

RIA

CRD#: 111220

Memphis, TN

Past

May 17, 2011 - May 7, 2018

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

CRD#: 6950

MEMPHIS (SHELBY), TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RELIANT INVESTMENT MANAGEMENT, LLC

CRD#: 111220 / SEC#: 801-60115

RIA

Registered Investment Advisory firm - (3/26/2001 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(10/22/2018)

IAR

Tennessee
(10/24/2018)

IAR

Texas
(10/22/2018)

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

State Security Law Exam

IAR

Series 65

Date: 10/22/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/7/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/7/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/16/2011

General Securities Representative Examination

Current Firm

RELIANT INVESTMENT MANAGEMENT, LLC

CRD#: 111220 / SEC#: 801-60115

RIA

Registered Investment Advisory firm - (3/26/2001 Approved)

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Contact information

Main Address

1715 Aaron Brenner Drive Suite 504, Memphis, TN 38120-1446

Mailing Address

Phone number

(901) 843-0600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B - 03-15-25 FINAL (3/12/2025)

ADV PART 2A AND 2B - 03-31-24 FINAL (3/12/2025)

Regulatory assets under management

Total Number of Accounts	556
AUM (Assets Under Management)	$ 1,405,806,743

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.

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Alfred H. Jordan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred Harris Jordan JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

RELIANT INVESTMENT MANAGEMENT, LLC

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

Primary Firm SEC Registration

RELIANT INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/2018

Series 63

Date: 6/7/2011

SIE

Date: 5/7/2018

Series 7

Date: 5/16/2011

Current Firm

RELIANT INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RELIANT INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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