J. Chad  Jordan,  CFP<sup>&reg;</sup> - Financial Advisor

J. Chad Jordan, CFP®

AEP

First Vice President/Private Client Advisor

Processus Wealth & Capital Management, LLC

PO Box 3272
Brentwood, TN 37024
(615) 656-3745

General

J. Chad Jordan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Processus Wealth & Capital Management, LLC in Brentwood, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AEP

Insurance Licenses

  • Life insurance: AL
  • Variable annuities: AL

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Personal Taxes

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