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Jordan David Daugherty

Fsa Wealth Partners

Rockville, MD

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Current Employers
Fsa Wealth Partners

One Church Street Suite 901, Rockville, MD 20850 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-02
  • MD RA
    APPROVED
    Since 2026-01-02

Branch Locations

One Church Street Suite 901, Rockville, MD 20850 • 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
H. Beck, Inc. Rockville MD 08/2018 03/2021
Navigant Consulting Washington DC 06/2016 09/2016
Bsi Financial Services Bethesda MD 10/2016 04/2017
Navigant Consulting Washington DC 08/2017 09/2017
Philz Coffee Washington DC 04/2016 04/2018
Waterford Wealh Management Washington DC 03/2017 09/2018
The Line Hotel Dc Washington DC 11/2018 06/2019
Madison Avenue Securities, Llc San Diego CA 03/2021 12/2021
Campbell Wealth Management Alexandria VA 03/2021 06/2021
Financial Services Advisory, Inc. Rockville MD 01/2022 Present
  • 08/2018 → 03/2021
    H. Beck, Inc.
    Rockville, MD
  • 06/2016 → 09/2016
    Navigant Consulting
    Washington, DC
  • 10/2016 → 04/2017
    Bsi Financial Services
    Bethesda, MD
  • 08/2017 → 09/2017
    Navigant Consulting
    Washington, DC
  • 04/2016 → 04/2018
    Philz Coffee
    Washington, DC
  • 03/2017 → 09/2018
    Waterford Wealh Management
    Washington, DC
  • 11/2018 → 06/2019
    The Line Hotel Dc
    Washington, DC
  • 03/2021 → 12/2021
    Madison Avenue Securities, Llc
    San Diego, CA
  • 03/2021 → 06/2021
    Campbell Wealth Management
    Alexandria, VA
  • 01/2022 → Present
    Financial Services Advisory, Inc.
    Rockville, MD
Previous Registrations
  • 2021-04-06 → 2021-06-05
    Campbell Wealth Management, Inc.
    Alexandria, VA
  • 2018-11-19 → 2021-03-18
    Grove Point Investments, Llc
    Rockville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-05
  • S66 Uniform Combined State Law Examination
    2018-11-05
Designations
Other Names
  • Jordan Daugherty

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

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