Broker Check

Brandon O. Jordan, CFP®, ChFC®


Managing Partner

A native of Winston, GA Brandon grew up on one hundred acres, with a tractor and the great outdoors for entertainment. Brandon is the youngest of three children and participated in many sports growing up including football, baseball and wrestling. Brandon received a degree in Risk Management from the University of Georgia’s Terry College of Business in 2005. In addition to his passion for financial planning, Brandon is an avid handyman and a wagering Georgia Bulldog enthusiast. He is ecstatic to attend the National Championships this year and his hopeful that next year Georgia can bring home the title! Brandon currently lives in Fayetteville, GA and is married to Jennifer. They have two children: Della (3) and Davis (1). This year Brandon has started triathlon training. He is excited to see where the journey leads!

Did you also know?

Brandon has a hidden talent for jumping rope!

Credentials:

  • CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • University of Georgia, B.B.A. in Risk Management and Insurance
  • Brandon holds his Series 6, 63 and 65 (Registered Investment Advisor) and Georgia life, health and variable insurance licenses.
  • Brandon holds insurance licenses in Alabama, Connecticut, Georgia, Florida, Kentucky, Louisiana, New Jersey, South Carolina, Texas Vermont, and Virginia.
  • Brandon also holds securities licenses in Georgia, Florida, Louisiana, and Texas.

Membership:

  • Fayette Chamber of Commerce
  • Fayette Young Professionals
  • First Baptist Church of Peachtree City
  • National Association of Insurance and Financial Advisors (NAIFA)
  • The Atlanta Estate Planning Council
  • The Estate Planning Council of North Georgia
  • University of Georgia Alumni Association