DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey James Jordano
Feed of 09/15/2026
Also filed as Jeff J Jordano
At current firm
0 y
since Oct 20, 2025
In the industry
10 y
since May 1, 2016 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Empower Advisory Group, LLC BD affiliated currentsince Oct 20, 2025 · Bennington, Ne
- Pnc Wealth Management BD affiliatedMay 5, 2023 to Oct 15, 2025 · Omaha, Ne
- Principal Securities, Inc. BD affiliatedNov 1, 2022 to May 2, 2023 · Lincoln, Ne
- Personal Capital Advisors Corporation formerDec 17, 2021 to Oct 31, 2022 · Elkhorn, Ne
- Raymond James Financial Services Advisors, Inc BD affiliatedJun 4, 2021 to Nov 30, 2021 · Omaha, Ne
- Fisher Investments independent RIANov 23, 2020 to May 17, 2021 · Plano, Tx
- Pnc Wealth Management BD affiliatedAug 16, 2017 to Oct 20, 2020 · Pittsburgh, Pa
- Goldman Sachs Wealth Services, L.P. BD affiliatedDec 2, 2016 to Jul 24, 2017 · Canonsburg, Pa
Moves
a registration end followed by a registration begin elsewhere
- Pnc Wealth Management to Empower Advisory Group, LLCleft Oct 15, 2025, registered Oct 20, 2025 (5 days) · Affiliated broker-dealer or bank to another
- Principal Securities, Inc. to Pnc Wealth Managementleft May 2, 2023, registered May 5, 2023 (3 days) · Affiliated broker-dealer or bank to another
- Personal Capital Advisors Corporation to Principal Securities, Inc.left Oct 31, 2022, registered Nov 1, 2022 (1 days) · RIA to affiliated broker-dealer or bank
- Raymond James Financial Services Advisors, Inc to Personal Capital Advisors Corporationleft Nov 30, 2021, registered Dec 17, 2021 (17 days) · Affiliated broker-dealer or bank to independent RIA
- Fisher Investments to Raymond James Financial Services Advisors, Incleft May 17, 2021, registered Jun 4, 2021 (18 days) · RIA to affiliated broker-dealer or bank
- Pnc Wealth Management to Fisher Investmentsleft Oct 20, 2020, registered Nov 23, 2020 (34 days) · Affiliated broker-dealer or bank to independent RIA
- Goldman Sachs Wealth Services, L.P. to Pnc Wealth Managementleft Jul 24, 2017, registered Aug 16, 2017 (23 days) · Other
Signals
- Jeffrey James Jordano left Pnc Wealth Management for Empower Advisory Group, Llc (registered 2025-10-20)Oct 15, 2025 · Advisor changed firm · fact
- Jeffrey James Jordano left Principal Securities, Inc. for Pnc Wealth Management (registered 2023-05-05)May 2, 2023 · Advisor changed firm · fact
- Jeffrey James Jordano left Personal Capital Advisors Corporation for Principal Securities, Inc. (registered 2022-11-01)Oct 31, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address