Bryan Jordan has been an investment adviser representative at Atlas Wealth since October 2026, and is not listed among the firm’s executive officers or direct owners.
Atlas Wealth LLC is a Cincinnati, OH firm with $873M under management, 2,903 clients and 4 advisers in one office, as of its April 2026 filing.
Bryan Jordan’s longest registration was 2 years at Fidelity Personal and Workplace Advisors (2018–2021). Before joining Atlas Wealth in 2026, Bryan Jordan was registered through Independent Financial Partners and Censifi.
- Gearhart & AssociatesCurrent– present · under a yearCincinnati, OH · Adviser representative · Firm CRD 321832
- Independent Financial Partners– · 1 yearLone Tree, CO · Adviser representative · Firm CRD 125112
- Censifi– · 2 yearsEnglewood, CO · Adviser representative · Firm CRD 326544
- Prestige Wealthwide, LLC– · under a yearDraper, UT · Adviser representative · Firm CRD 321789
- Zega Financial, LLC– · 1 yearEnglewood, CO · Adviser representative · Firm CRD 156803
- Fidelity Personal and Workplace Advisors– · 2 yearsCovington, KY · Adviser representative · Firm CRD 288590
Investment adviser representative registrations
Bryan Jordan is registered as an investment adviser representative in Ohio, since October 2026.
- OhioSince 4 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 14 August 2025 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 26 March 2024 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 26 March 2024 |
| Series 7TO | General Securities Representative Examination | 26 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 July 2018 |
| Series 7 | General Securities Representative Examination | 11 March 2013 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryan Brenner Jordan
- CRD
- 6148394
- Firm
- Atlas Wealth · CRD 321832
- Office
- 8044 MONTGOMERY ROAD, SUITE 450, Cincinnati, OH 45236
- Registration
- Investment adviser registration
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Bryan Jordan work?
Bryan Jordan is an investment adviser representative registered through Atlas Wealth LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Bryan Jordan a financial advisor?
Yes. Bryan Jordan has a current investment-adviser registration in Ohio, through Atlas Wealth since October 2026.
How many years of experience does Bryan Jordan have?
Bryan Jordan has 13 years in the financial industry, since September 2013, across 6 adviser firms.
What exams has Bryan Jordan passed?
Bryan Jordan has passed 6 licensing exams: the Series 7, Series 66, Series 10, Series 9, Series 7TO and Series 63. The earliest, the Series 7, was passed in March 2013. FINRA credited Bryan Jordan with the SIE, which began in October 2018.
Where did Bryan Jordan work before Atlas Wealth?
Before Atlas Wealth, Bryan Jordan was registered through Independent Financial Partners, July 2025 to September 2026; Censifi, August 2023 to August 2025; Prestige Wealthwide, LLC, July 2022 to April 2023; Zega Financial, LLC, May 2021 to January 2023; Fidelity Personal and Workplace Advisors, August 2018 to March 2021.
Where is Bryan Jordan based?
Bryan Jordan’s registered office is in Cincinnati, OH.
Is Bryan Jordan registered with FINRA?
No. Bryan Jordan has no current broker registration.
How can I verify Bryan Jordan’s record?
Search CRD 6148394 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Jordan’s full registration record.
Kenton GearhartPresident and CIO- Andy ArmstrongChief Compliance Officer
Alexandra RicePartner