Brandon M. Jordan

IMPACT ADVISORS GROUP

Duxbury, MA

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CRD#: 6069016

Professional summary

Brandon Mcarthur Jordan, CFP® is a registered financial advisor currently at IMPACT ADVISORS GROUP located in Duxbury, Massachusetts.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brandon has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Our mission is to equip clients to make important decisions from a position of confidence.  We believe that greater confidence often leads to better decisions.  We believe that better decisions often lead to better outcomes and a more meaningful, positive, and enduring IMPACT on their family, their community, and themselves.

Question & Answer

What are your service offerings?

Tax Planning

Small Business Planning

Business Succession Planning

Investment Planning

Comprehensive Financial Planni...

Estate Planning

Insurance Planning

Do you have an area of expertise or specialization?

AUM

Business Owners

Cash Flow/Budgets/Credit Issue...

Corporate Executives

Entrepreneurs

Estate & Generational Planning...

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

None

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.

Brandon Jordan is currently employed as the CEO at Impact Consulting Group. This activity accounts for approximately 20% of his time. As a Certified Value Growth Advisor ("CVGA") and a Certified Exit Planning Advisor ("CEPA"), Mr. Jordan assists small business owners build a sustainable & transferable business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Mcarthur 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

Start date: 2019

Experience

Current

November 3, 2020 - Present

IMPACT ADVISORS GROUP

RIA

CRD#: 310716

Duxbury, MA

Past

January 23, 2020 - October 8, 2020

HERITAGE INVESTORS

RIA

CRD#: 290292

DUXBURY, MA

Past

March 30, 2016 - January 30, 2020

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

NEEDHAM, MA

Past

February 24, 2016 - January 30, 2020

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEEDHAM, MA

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

Georgia
(3/19/2021)

IAR

Massachusetts
(11/3/2020)

IAR

New Jersey
(9/7/2022)

IAR

Pennsylvania
(1/20/2021)

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 66

Date: 3/4/2016

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: 2/24/2016

General Securities Representative Examination

Current Firm

IMPACT ADVISORS GROUP

IMPACT ADVISORS GROUP | IMPACT ADVISORS GROUP LLC

CRD#: 310716 / SEC#:

Georgia

Registered Investment Advisory firm - (3/19/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (11/3/2020 Approved)

New Jersey

Registered Investment Advisory firm - (9/7/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/20/2021 Approved)

Texas

Registered Investment Advisory firm - (12/16/2024 Conditional Restricted)

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Contact information

Main Address

Duxbury, MA

Mailing Address

Phone number

(781) 231-9001

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	163
AUM (Assets Under Management)	$ 48,215,665

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.

Contact information

(xxx) xxx-xxxx

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Brandon M. Jordan

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Mcarthur Jordan's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACT ADVISORS GROUP

HERITAGE INVESTORS

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/4/2016

SIE

Date: 10/1/2018

Series 7

Date: 2/24/2016

Current Firm

IMPACT ADVISORS GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IMPACT ADVISORS GROUP

TRUST BUT VERIFY

Contact information

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