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. Brandon currently lives in Fayetteville, GA and is married to Jennifer. They have two children: Della (4) and Davis (2).

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
  • 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