Jordan Fowler

Current Employers

Employment History

• 05/2015 → 04/2017
  Ubs Financial Services Inc.
  Pittsburgh, PA
• 05/2017 → 08/2021
  Ubs Financial Services Inc.
  Canonsburg, PA
• 08/2021 → 03/2023
  Moxietec Llc
  Grove City, PA
• 06/2023 → 06/2024
  Dollar Bank
  Pittsburgh, PA
• 06/2023 → 06/2024
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2023 → 06/2024
  Cetera Investment Advisers Llc
  Pittsburgh, PA
• 07/2024 → 09/2025
  Avantax Investment Services, Inc.
  Seven Fields, PA
• 07/2024 → Present
  Avantax Planning Partners
  Seven Fields, PA
• 07/2023 → Present
  Fowler Family Holdings
  Mercer, PA
• 07/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Seven Fields, PA
• 07/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Seven Fields, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Seven Fields, PA

Previous Registrations

• 2023-06-20 → 2024-07-17
  Cetera Investment Advisers Llc
  Mount Pleasant, PA
  Pittsburgh, PA
• 2015-05-20 → 2021-08-09
  Ubs Financial Services Inc.
  Pittsburgh, PA
  Philadelphia, PA
  Canonsburg, PA
• 2014-05-06 → 2015-05-12
  Pnc Wealth Management Llc
  Sharon, PA

Other Businesses

1)FOWLER FAMILY HOLDINGS POSITION: Owner NATURE: It is a holding company for a personal investment in a roofing company that I own passively. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 909 Aztec Trail, Mercer PA 16137, United States DESCRIPTION: I review financial reports and add input into marketing. My wife handles the majority of it.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-05

Designations

Other Names

• Jordan Fowler
• Jordan Dale Fowler