This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MARINER

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 17, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 17, 2015

First registration

Jul 8, 2021

Dual registered

yes, broker-dealer

Other names

JEFFREY JORDAN

IAPD individual key

6433521

• Occurred

  Jul 3, 2025
  Advisor changed firm

  Jeffrey James Jordan left Advice And Planning Services for Mariner (registered 2025-07-22)

  Form ADVobserved 6 days ago
• Occurred

  Dec 20, 2022
  Advisor changed firm

  Jeffrey James Jordan left Fidelity Personal And Workplace Advisors for Advice And Planning Services (registered 2023-01-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2223897b-11d1-239d-049f-69a0ced50fef

First observed

Jul 8, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.