Jordan Taylor Beard

Current Employers

Employment History

• 05/2018 → 08/2018
  Caldwell Grading And Utilities
  Sherrills Ford, NC
• 09/2018 → 02/2020
  Ymca
  Lincolnton, NC
• 02/2020 → 06/2022
  Piedmont Hardware
  Maiden, NC
• 06/2022 → 03/2023
  Merrill Lynch
  Huntersville, NC
• 03/2023 → Present
  Kestra Investment Services, Llc
  Huntersville, NC
• 08/2015 → 05/2019
  Bandys High School
  Catawba, NC
• 01/2024 → Present
  Kestra Advisory Services, Llc
  Huntersville, NC

Other Businesses

Name: BEARD PROPERTY GROUP POSI: N/A NATURE: Real Estate INV REL: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2023 ADDRESS: 3775 Buffalo Shoals Rd, Maiden NC 28650 DESC: Assist in multiple aspects of business (maintenance etc.) Name: DESTINATION WEALTH ADVISORS POSI: Advisor NOB: Insurance INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/29/2023 ADDRESS: 13801 Reese Blvd W, Suite 110, Huntersville NC 28078 DESC: Assisting other FA's in office along with building my own book of business. Name: JORDAN T BEARD AND ASSOCIATES, LLC POSI: Owner NOB: Real Estate INV REL: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2024 ADDRESS: 3775 Buffalo Shoals Rd, Maiden NC 28650 DESC: Passive, real estate investment Name: BUFFALO RIDGE PROPERTY GROUP POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2025 ADDRESS: 3775 Buffalo Shoals Rd, Maiden NC 28650, United States DESCRIPTION: Owner of rental property Name: BAG PROPERTY GROUP LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2025 ADDRESS: 3775 BUFFALO SHOALS RD, Maiden NC 28650, United States DESCRIPTION: Make sure unit is rented and maintained, along with keeping the bills paid.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-15