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Jordan Daugherty

Investment adviser representative at FSA Wealth Partners in Rockville, MD

Investment adviser registrationUpdated

Jordan Daugherty is an investment adviser representative at Fsa Wealth Partners, Inc., an investment adviser managing $820M, and works from its Rockville, MD office. Jordan Daugherty has been registered through FSA Wealth Partners since 15 February 2022, has 7 years in the industry across 3 firms and has passed the Series 7, Series 66 and Series 7TO.

7
Years in industry
4
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Jordan Daugherty has been an investment adviser representative at FSA Wealth Partners since February 2022, and is not listed among the firm’s executive officers or direct owners.

Fsa Wealth Partners, Inc. is a Rockville, MD firm with $820M under management, 698 clients and 9 advisers in one office, as of its April 2026 filing.

Jordan Daugherty’s longest registration is the current one, 4 years at FSA Wealth Partners since 2022. Before joining FSA Wealth Partners in 2022, Jordan Daugherty was registered through Campbell Wealth Management, Inc. and H. Beck, Inc.

  1. – present · 4 years
    Rockville, MD · Adviser representative · Firm CRD 104513
  2. Campbell Wealth Management, Inc.
    – · under a year
    Alexandria, VA · Adviser representative · Firm CRD 152956
  3. H. Beck, Inc.
    – · 2 years
    Rockville, MD · Adviser representative · Firm CRD 1763

Credentials and registrations

Investment adviser representative registrations

Jordan Daugherty is registered as an investment adviser representative in Maryland, since February 2022.

  • MarylandSince 15 February 2022

Examinations

Series 7TO13 March 2024
Name
General Securities Representative Examination
Series 665 November 2018
Name
Uniform Combined State Law Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 725 September 2018
Name
General Securities Representative Examination

Key facts

Full name
Jordan David Daugherty
CRD
6939807
Firm
FSA Wealth Partners · CRD 104513
Office
ONE CHURCH STREET, SUITE 901, Rockville, MD 20850
Registration
Investment adviser registration
In the industry since
June 2019
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jordan Daugherty work?

Jordan Daugherty is an investment adviser representative registered through Fsa Wealth Partners, Inc. since February 2022, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Jordan Daugherty a financial advisor?

Yes. Jordan Daugherty has a current investment-adviser registration in Maryland, through FSA Wealth Partners since February 2022.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Jordan Daugherty have?

Jordan Daugherty has 7 years in the financial industry, since June 2019, across 3 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Jordan Daugherty passed?

Jordan Daugherty has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in September 2018. FINRA credited Jordan Daugherty with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Jordan Daugherty work before FSA Wealth Partners?

Before FSA Wealth Partners, Jordan Daugherty was registered through Campbell Wealth Management, Inc., April 2021 to June 2021; H. Beck, Inc., November 2018 to March 2021.

Source: IAPD individual record, checked 24 October 2026

Where is Jordan Daugherty based?

Jordan Daugherty’s registered office is in Rockville, MD.

Source: IAPD individual record, checked 24 October 2026

Is Jordan Daugherty registered with FINRA?

No. Jordan Daugherty has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Jordan Daugherty’s record?

Search CRD 6939807 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Daugherty’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at FSA Wealth Partners

Sources

  1. IAPD individual record, CRD 6939807, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Fsa Wealth Partners, Inc., filed 27 April 2026. Executive officers and direct owners; this person is not among them.