Bryan Brenner Jordan
CFP®Professional Summary
Bryan Brenner Jordan, CFP®, who also goes by Bryan B Jordan, Bryan Jordan, is a registered financial advisor currently at GEARHART & ASSOCIATES located in Cincinnati, Ohio. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Bryan has worked at 8 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bryan B Jordan, Bryan Jordan
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Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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CAPITAL ADVISORY SERVICES, LLC
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Disclosures on record.
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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
ATLAS WEALTH LLC | GEARHART & ASSOCIATES
Contact Information
Main Address
8044 Montgomery Road Suite 450, Cincinnati, OH 45236Phone Number
(513) 985-3450# of Employees
7SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,903AUM (Assets Under Management)
$872,588,664Similar Advisors
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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.
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Primary Firm SEC Registration
ATLAS WEALTH LLC | GEARHART & ASSOCIATES
State Registrations and Notice Filings
(10/4/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2024About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2024About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bryan Brenner Jordan's CRS (Customer Relationship Summary).
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