Jordan D. Fowler

AVANTAX PLANNING PARTNERS

SEVEN FIELDS, PA 16046

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CRD#: 5929498

Professional summary

Jordan Dale Fowler, CFP®, CIMA®, who also goes by Jordan Dale Fowler, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Seven Fields, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Seven Fields, Pennsylvania.

Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jordan has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Dale Fowler

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.

1)FOWLER FAMILY HOLDINGS POSITION: Owner NATURE: It is a holding company for a personal investment in a roofing company that I own passively. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 909 Aztec Trail, Mercer PA 16137, United States DESCRIPTION: I review financial reports and add input into marketing. My wife handles the majority of it.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Dale Fowler'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®

CFP^®

Certified Financial Planner

Start date: 2015

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 3, 2024 - Present

AVANTAX PLANNING PARTNERS, INC.

Office #1: 310 Seven Fields Blvd. Suite 161, Seven Fields, PA 16046

RIA

CRD#: 106237

SEVEN FIELDS, PA

Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 310 Seven Fields Blvd. Suite 161, Seven Fields, PA 16046

CRD#: 13572

Seven Fields, PA

Past

July 3, 2024 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Seven Fields, PA

Past

June 22, 2023 - July 17, 2024

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

PITTSBURGH, PA

Past

June 20, 2023 - July 17, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

PITTSBURGH, PA

Past

May 20, 2015 - August 9, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CANONSBURG, PA

Past

May 20, 2015 - August 9, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CANONSBURG, PA

Past

May 6, 2014 - May 12, 2015

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

SHARON, PA

Past

March 10, 2014 - May 12, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

SHARON, PA

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".

AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES

CRD#: 106237 / SEC#: 801-50939

RIA

Registered Investment Advisory firm - (1/17/1996 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.

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

IAR

Pennsylvania
(7/3/2024)

Pennsylvania
(9/5/2025)

IAR

Texas
(7/3/2024)

Texas
(9/5/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/5/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/10/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AVANTAX PLANNING PARTNERS, INC.

AVANTAX PLANNING PARTNERS, INC. | HONKAMP KRUEGER FINANCIAL SERVICES INC | HK FINANCIAL SERVICES | AVANTAX RETIREMENT PLAN SERVICES

CRD#: 106237 / SEC#: 801-50939

RIA

Registered Investment Advisory firm - (1/17/1996 Approved)

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Contact information

Main Address

3390 Asbury Road, Dubuque, IA 52002-2801

Mailing Address

Phone number

(563) 582-2855

Established

Firm type

Fiscal year end

# of Employees

254

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APP ADV PART 2A BROCHURE (10/16/2025)

Regulatory assets under management

Total Number of Accounts	13,679
AUM (Assets Under Management)	$ 6,933,162,284

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/20/2024	Cover Page	Report
11/28/2023	Cover Page	Report
12/16/2022	Cover Page	Report

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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Firm Stability Insights

Jordan D. Fowler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Dale Fowler's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AVANTAX INVESTMENT SERVICES, INC.

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT ADVISERS LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

AVANTAX PLANNING PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/5/2014

SIE

Date: 10/1/2018

Series 7

Date: 3/10/2014

FINRA

Current Firm

AVANTAX PLANNING PARTNERS, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AVANTAX PLANNING PARTNERS, INC.

TRUST BUT VERIFY

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