Jonathan Harper Jordan

Current Employers

Confluence Financial Partners

732 E Mcmurray Rd, Mcmurray, PA 15317 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-07-02

PA RA
APPROVED

Since 2021-07-02

Branch Locations

1 Ppg Place Ste 2420, Pittsburgh, PA 15222 • United States

732 E Mcmurray Rd, Mcmurray, PA 15317 • 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

Organization	City	State	From	To
Raymond James Financial Services	Pittsburgh	PA	04/2015	07/2021
Raymond James Financial Services Advisors Inc.	Pittsburgh	PA	04/2015	07/2021
Pike Run Country Club	Jones Mills	PA	07/2015	03/2020
Confluence Wealth Services, Inc	Pittsburgh	PA	07/2021	Present

04/2015 → 07/2021

Raymond James Financial Services

Pittsburgh, PA
04/2015 → 07/2021

Raymond James Financial Services Advisors Inc.

Pittsburgh, PA
07/2015 → 03/2020

Pike Run Country Club

Jones Mills, PA
07/2021 → Present

Confluence Wealth Services, Inc

Pittsburgh, PA

Previous Registrations

2015-04-24 → 2021-07-12

Raymond James Financial Services Advisors, Inc

Pittsburgh, PA

Pittsburgh, PA

Pittsburgh, PA
2014-07-09 → 2015-05-06

Wells Fargo Advisors Financial Network, Llc

Pittsburgh, PA

Other Businesses

Confluence Financial Partners; 1 PPG Place Ste 2420 Pittsburgh PA 15222; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-04-15

S66 Uniform Combined State Law Examination

2014-04-15

View on SEC IAPD