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

VALMARK ADVISERS, INC.

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

Aug 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Jul 30, 2016

First registration

Mar 28, 2022

Dual registered

yes, broker-dealer

Other names

JORDAN C. HOWD

IAPD individual key

5357206

• Occurred

  Nov 15, 2023
  Advisor changed firm

  Jordan Howd left Strategic Wealth Partners, Ltd. for Valmark Advisers, Inc. (registered 2023-12-02)

  Form ADVobserved 4 days ago
• Occurred

  Nov 1, 2022
  Advisor changed firm

  Jordan Howd left Valmark Advisers, Inc. for Strategic Wealth Partners, Ltd. (registered 2022-11-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:723e4b4e-5c9f-a5b0-a545-17765d780fe9

First observed

Mar 28, 2022

Last observed

Sep 14, 2026 6 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.