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Jeffrey Chad Jordan

Processus Wealth & Capital Management, LLC

Franklin, TN

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Current Employers
Processus Wealth & Capital Management, Llc

Brentwood, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-27
AL RA APPROVED 2012-03-13
  • TN RA
    APPROVED
    Since 2025-03-27
  • AL RA
    APPROVED
    Since 2012-03-13

Branch Locations

Franklin, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Processus Wealth & Capital Management, Llc Franklin TN 11/2010 Present
Previous Registrations
  • 2008-06-30 → 2010-11-26
    Ubs Financial Services Inc.
    Nashville, TN
    Franklin, TN
  • 2005-02-10 → 2008-07-09
    Truist Investment Services, Inc.
    Nashville, TN
    Nashville, TN
    Brentwood, TN
    Brentwood, TN
    Franklin, TN
  • 2001-11-06 → 2004-12-13
    Southtrust Securities, Llc
    Pelham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-19
S63 Uniform Securities Agent State Law Examination 1994-06-03
  • S65 Uniform Investment Adviser Law Examination
    1996-07-19
  • S63 Uniform Securities Agent State Law Examination
    1994-06-03
Designations
Other Names
  • J. Chad Jordan

View on SEC IAPD

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