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Jordan J Scott

Jordan J Scott

Planning Consultant·CENTENNIAL ADVISORS
AUSTIN, TX
·CRD# 7065609·7 years experience

Professional Summary

Jordan J Scott, who also goes by Jordan Scott, is a registered financial advisor currently at CENTENNIAL ADVISORS, LLC located in Austin, Texas. Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jordan has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Biography

As a Planning Consultant, I partner with Financial Consultants and the families we support to identify strategies that can help with concerns around retirement, inflation, market volatility and more. We strive to understand the personal financial goals and aspirations of those families, and build plans to to work toward them.

Other Aliases

Jordan Scott

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Website

xxxxxxxxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

CENTENNIAL ADVISORS, LLC·CRD# 290778
RIA
10815 Ranch Road 2222 Bldg 3c Suite 200, Austin, TX 78730
October 6, 2026 - Present
FACET·CRD# 285961
RIA
Austin, TX
March 11, 2026 - June 25, 2026
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Austin, TX
March 31, 2025 - March 19, 2026
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Salt Lake City, UT
September 19, 2019 - March 31, 2025
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Austin, TX
April 5, 2019 - March 19, 2026

Education

University of Utah

·

Financial Planning, Bachelor of Family Community and Health Development

Financial Planning, Bachelor of Family Community and Health Development

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Current Firm

CA
CENTENNIAL ADVISORS, LLC

CENTENNIAL ADVISORS, LLC

CRD#: 290778 / SEC#: 801-122886
RIA
Registered Investment Advisory firm - SEC (12/16/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (1/31/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

10815 Ranch Road 2222 Bldg 3c Suite 200, Austin, TX 78730

Phone Number

(512) 265-5000

# of Employees

22

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CENTENNIAL ADVISORS WRAP FEE BROCHURE (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,188

AUM (Assets Under Management)

$237,327,848

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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.

1. J and J Vault; No; Austin, Texas; Collectibles/ sports and trading card shop (online) Co-owner; 05/2026; about 4-5 hours a month on average, none during trading hours; My primary duties have been compiling/ digitizing inventory of cards to sell online, at some point we will likely do live auctions/streams as well. 2. CA Financial LLC, Inv. Related, Austin, TX, Insurance Sales, Insurance Agent 09/2023, During normal business hours.

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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".
CA
CENTENNIAL ADVISORS, LLC

CENTENNIAL ADVISORS, LLC

CRD#: 290778 / SEC#: 801-122886
RIA
Registered Investment Advisory firm - SEC (12/16/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (1/31/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Texas
(10/6/2026)

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 66 — Uniform Combined State Law Examination

Passed Sep 2019About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2019About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Apr 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jordan J Scott's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Jordan J Scott
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