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HJ

Hyun Jordan

CAPFINANCIAL SECURITIES, LLC.
Lynchburg, VA 24504
CRD#: 6399741
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HJ
Hyun JordanCAPFINANCIAL SECURITIES, LLC.

Professional summary

Hyun Jordan, who also goes by Hyun Lee Jordan, Hyun Jordan, Hyun Jung Jordan, Hyun Jung Lee, is a registered financial professional currently at CAPFINANCIAL SECURITIES, LLC. located in Lynchburg, Virginia.

Hyun is registered as a RR (Registered Representative) and started their career in finance in 2014. Hyun has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Hyun Lee Jordan | Hyun Jordan | Hyun Jung Jordan | Hyun Jung Lee

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) - BD

Click below to view Hyun Jordan'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

May 28, 2026 - Present

CAPFINANCIAL SECURITIES, LLC.

Office #1: 925 Main St #200 , Lynchburg, VA 24504
BD
CRD#: 126291
Lynchburg, VA
Past

July 7, 2016 - August 1, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BEDFORD, VA
Past

July 7, 2016 - August 1, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BEDFORD, VA
Past

February 2, 2015 - April 19, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LYNCHBURG, VA
Past

December 1, 2014 - April 19, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LYNCHBURG, VA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/30/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/28/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/31/2026
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/1/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CAPFINANCIAL SECURITIES, LLC.
CAPFI INSURANCE SERVICES LLC | FREEDOM ONE | DEFINED CONTRIBUTION ADVISORS INC OR DCADVISORS | CFS SECURITIES, LLC | CAPTRUST FINANCIAL ADVISORS OR "CAPTRUST" | CAPTRUST FINANCIAL ADVISORS | CAPTRUST | CAPFINANCIAL SECURITIES, LLC. | CAPFINANCIAL PARTNERS, LLC

CRD#: 126291 / SEC#: , 8-65870

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
4208 Six Forks Road, Suite 1700, Raleigh, NC 27609
Mailing Address
4208 Six Forks Road, Suite 1700, Raleigh, NC 27609
Phone number
(919) 870-6822
Established
North Carolina since 11/21/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers

NamePositionCRD#
THE CAPFINANCIAL GROUP, LLCMEMBER
BUCHANAN, DENISE MCGEECCO/MUNI PRINCIPAL/SENIOR DIRECTOR/FINOP/PFO/POO1284353
EARLS, MARY CHRISTINESENIOR DIRECTOR/FINOP6178047
HOYLE, WILSON SMITH IIIMANAGING DIRECTOR2444392
SHOFF, DERICK DONMANAGING DIRECTOR1140640
STROTHER, MICHAEL DAVIDSENIOR DIRECTOR, FINOP2457427

Disclosures

Regulatory Event1

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

CAPFINANCIAL SECURITIES, LLC.

CRD#: 126291Lynchburg, VA 24504

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