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

J. Chad Jordan, CFP®

Managing Member

Processus Wealth & Capital Management, LLC

1635 Valle Verde Dr
Brentwood, TN 37027-5672
(615) 306-3414


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

  • Other - AEP

Insurance Licenses

  • Life insurance: AL
  • Variable annuities: AL

Broker-Dealer Affiliation


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


Helpful Financial Planning Resources