Jordan Reed Brown

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2024 → 07/2026
  B.O.S.S. Retirement Advisors, Llc
  Lehi, UT
• 03/2024 → 07/2026
  B.O.S.S. Retirement Solutions, Llc
  Lehi, UT
• 09/2011 → 03/2024
  Discover
  West Valley, UT
• 07/2026 → Present
  Capita Financial Network
  Draper, UT

Previous Registrations

• 2024-04-08 → 2026-07-08
  B.O.S.S. Retirement Advisors, Llc
  Lehi, UT
  Ogden, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-15
• S63 Uniform Securities Agent State Law Examination
  2010-09-10