Jordan Benold has been Co-Owner and Chief Compliance Officer of Benold Financial Planning since January 2022, is a control person of the firm and directly owns 75% or more of it. Jordan Benold holds a Bachelor's degree in Business Management from Texas Christian University and a Master's degree in Finance from the University of North Texas.
Benold Financial Planning Inc. is a firm with $139M under management, 60 clients and 2 advisers across 4 offices, as of its January 2026 filing.
Jordan Benold is a Registered Investment Advisor with Benold Financial Planning, which serves clients across Texas including Dallas, Frisco, Plano and Prosper. He teaches Financial Peace University and financial literacy classes at his church and has volunteered as a career and budget coach for families.
- Benold Financial PlanningCurrent– present · 7 yearsProsper, TX · Adviser representative · Firm CRD 134258
Professional designations
Listed by Benold Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jordan Benold is registered as an investment adviser representative in Texas, since June 2019.
- TexasSince 27 June 2019
Examinations
No examinations are on Jordan Benold’s record.
- Full name
- Jordan Douglas Benold
- CRD
- 7138759
- Firm
- Benold Financial Planning · CRD 134258
- Role
- Co-Owner and Chief Compliance Officer
- Office
- 130 N. Preston Road, Prosper, TX 75078
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- benoldfp.com
Where does Jordan Benold work?
Jordan Benold has been Co-Owner and Chief Compliance Officer of Benold Financial Planning Inc. since January 2022, and is a control person of the firm.
Is Jordan Benold a financial advisor?
Yes. Jordan Benold has a current investment-adviser registration in Texas, through Benold Financial Planning since June 2019.
How many years of experience does Jordan Benold have?
Jordan Benold has 7 years in the financial industry, since June 2019, across 1 adviser firm.
Where is Jordan Benold based?
Jordan Benold’s registered office is in Prosper, TX.
Is Jordan Benold registered with FINRA?
No. Jordan Benold has no current broker registration.
Is Jordan Benold a CFP?
Benold Financial Planning lists Jordan Benold with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jordan Benold’s record?
Search CRD 7138759 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Benold’s full registration record.