Jonathan
Jordan
Confluence Financial Partners
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About this Advisor
Jonathan Jordan is a financial advisor who works in Canonsburg, Pennsylvania, who has 2 years of relevant experience. Jordan is currently employed by Confluence Financial Partners. Their career trajectory has included roles at Federated Investors Inc, Federated Securities Corp, Fox Chapel Golf Club, Allegheny College, Wells Fargo Advisors Financial Network, LLC, Excel Printing & Promotions, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Pike Run Country Club and Confluence Wealth Services, Inc. Jordan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Pennsylvania and Texas. Confluence Financial Partners is an advisory company that has its headquarters in Canonsburg, PA. The firm has offices in three locations and a total of 42 people on staff. It has $3 billion in assets under management between its 7,223 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 7,223 client accounts, 24% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services are offered. However, fees charged by Confluence Financial Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Confluence Financial Partners Brokerage Details
$2,469,850,578
42
7,223
$341,942
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
Jonathan Jordan Work History
Jonathan has been registered as a financial advisor for 2 years.*
Confluence Wealth Services, Inc
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Pike Run Country Club
Wells Fargo Advisors Financial Network, LLC
Excel Printing & Promotions
Federated Investors Inc
Federated Securities Corp
Allegheny College
Allegheny College
Fox Chapel Golf Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Jordan 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 Confluence Financial Partners
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
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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.
