Brian
Jourdan

Bill Few Associates, Inc

CRD#4503769
Investment Advisor
in Pittsburgh, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Jourdan is a financial advisor based in Pittsburgh, Pennsylvania, working with Bill Few Associates, Inc. Brian has previously held positions at Bill Few Associates, Inc and Bill Few Securities, Inc. Brian has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Brian is part of Bill Few Associates, Inc, which operates out of Pittsburgh, Pennsylvania. The firm has 2 offices and 31 employees. The firm manages assets totaling $2.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Bill Few Associates, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

107 Mt. Nebo Pointe Suite 200
Pittsburgh, PA 15237

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$2,125,447,761

PA Average: $15,833,994,310
Total Number of Employees

31

PA Average: 41
Total Number of Accounts

7,141

PA Average: 3,342
Average Account Size

$297,640

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Jourdan Work History

2004 - Present (20 years)

Bill Few Associates, Inc

2004 - 2021 (17 years)

Bill Few Securities, Inc

Disclosures

Please visit the SEC profile of Brian Jourdan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bill Few Associates, Inc

Jason Defelice
Pittsburgh, PA
David Rishel
Pittsburgh, PA
Thomas Reisdorf
Pittsburgh, PA
Zachary Kuehn
Pittsburgh, PA
Emily Marzina
Pittsburgh, PA
Mia Kovacs
Pittsburgh, PA
Adam Logan
Pittsburgh, PA
Susan Faust
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started