Jordan G. Higgins
JANNEY MONTGOMERY SCOTT LLC | Financial Consultant, Branches
Hunt Valley, MD 21030
Some features on this profile are disabled
CRD#: 6202496
Professional summary
Jordan Grace Higgins, CFP®, who also goes by Jordan Grace Hyde, Jordan Hyde, is a registered financial advisor currently at JANNEY MONTGOMERY SCOTT LLC located in Hunt Valley, Maryland.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jordan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant, I partner with my clients to understand their unique financial goals and help them build a plan that is customized to meet their current and future needs. I am passionate about getting to know each family that works with us at Fidelity so that I understand what is truly important to them.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jordan Grace Hyde | Jordan Hyde
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. Notary Public, Hunt Valley, MD. Notary Public (09/2017) - Notarizing Janney client documents. Not charging or collecting fees for providing this service to clients. Not investment related, no compensated, 1 hour per month. 2. Erin Levitas Foundation, Baltimore, MD. Board Member (06/2024) - help with event organization and community involvement. Not investment related, not compensated, 1 hour/month.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Grace Higgins's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jordan Grace Higgins'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®
Start date: 2021
Education
University of Notre Dame
Bachelor of Arts (BA) - Marketing and International Business
2011
Experience
Current
January 5, 2024 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 40 Wight Avenue Suite 510, Hunt Valley, MD 21030RIA
BD
CRD#: 463
Hunt Valley, MD
Current
January 5, 2024 - Present
JANNEY MONTGOMERY SCOTT LLC
Office #1: 40 Wight Avenue Suite 510, Hunt Valley, MD 21030RIA
BD
CRD#: 463
Hunt Valley, MD
Past
July 13, 2018 - January 18, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
December 16, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TOWSON, MD
Past
April 3, 2014 - January 9, 2024
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
TOWSON, MD
Past
August 1, 2013 - March 5, 2014
MORGAN STANLEY
RIA
CRD#: 149777
BALTIMORE, MD
Past
June 26, 2013 - March 5, 2014
MORGAN STANLEY
BD
CRD#: 149777
BALTIMORE, MD
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".
JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT INC. | PARKER/HUNTER ASSET MANAGEMENT | JANNEY MONTGOMERY SCOTT LLC
CRD#: 463 / SEC#: 801-7258, 8-462
RIA
Registered Investment Advisory firm - SEC (3/8/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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.RR
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
RR
Alaska(6/26/2024)
RR
California(1/5/2024)
RR
Connecticut(1/5/2024)
RR
Delaware(1/5/2024)
RR
District of Columbia(1/5/2024)
RR
Florida(1/5/2024)
RR
Georgia(1/5/2024)
RR
Illinois(1/5/2024)
RR
Iowa(1/5/2024)
RR
Kentucky(1/5/2024)
RR
Maryland(1/5/2024)
IAR
Maryland(1/5/2024)
RR
Nevada(1/5/2024)
RR
New Jersey(1/5/2024)
RR
New York(1/5/2024)
RR
North Carolina(1/9/2024)
RR
Ohio(1/5/2024)
RR
Pennsylvania(1/5/2024)
RR
South Carolina(1/5/2024)
RR
Texas(1/5/2024)
IAR
Texas(1/5/2024)
RR
Utah(1/5/2024)
RR
Virginia(1/5/2024)
IAR
Virginia(1/9/2024)
RR
West Virginia(1/5/2024)
RR
Wyoming(1/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT INC. | PARKER/HUNTER ASSET MANAGEMENT | JANNEY MONTGOMERY SCOTT LLC
CRD#: 463 / SEC#: 801-7258, 8-462
RIA
Registered Investment Advisory firm - SEC (3/8/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1717 Arch Street, Philadelphia, PA 19103
Mailing Address
1717 Arch Street, Philadelphia, PA 19103
Phone number
(215) 665-6000
Established
Delaware since 08/27/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
2,375
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JUNE PURCHASER LLC | OWNER | |
| CULLEY, JOSEPH DAVID | BANKING PRINCIPAL (BP) | 4275987 |
| DOWNEY, DANEEN ELIZABETH | DEPUTY GENERAL COUNSEL | 4758790 |
| FUSCO, CHRISTOPHER | ROSFP | 5858082 |
| HALL, CAROLINE KATHRYNE | CHIEF COMPLIANCE OFFICER | 6342772 |
| HRICKO, MICHAEL J | CHIEF FINANCIAL OFFICER | 4509746 |
| LEMPA, JESSICA ELLEN | IA CCO | 5276453 |
| MCSHEA, GREGORY BURNS | GENERAL COUNSEL | 2870963 |
| MILLER, ANTHONY MATTHEW | DIRECTOR, PRESIDENT AND CEO | 4597116 |
| MULLAN, DAVID MICHAEL | PRINCIPAL OPERATIONS OFFICER | 2739186 |
| REED, KEVIN JUDE | EXECUTIVE OFFICER | 2105832 |
| RIGGI, BRETT STEPHAN | CHIEF OPERATING OFFICER | 4462496 |
Regulatory assets under management
| Total Number of Accounts | 239,256 |
| AUM (Assets Under Management) | $ 100,795,564,390 |
Disclosures
| Regulatory Event | 54 |
| Arbitration | 66 |
| Bond | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/07/2025 | ||
| 03/21/2025 | ||
| 10/09/2024 | ||
| 10/26/2023 |
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.
Company Information
JANNEY MONTGOMERY SCOTT LLC
Financial Consultant, BranchesCRD#: 463Hunt Valley, MD 21030TRUST BUT VERIFY
Monitor Jordan Higgins
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
