Jordan  Brenner,  CFP<sup>&reg;</sup> - Financial Advisor

Jordan Brenner, CFP®


Financial Advisor

Pinion Wealth

1019 East Main Street, Suite 201
Bozeman, MT 59715-3891
(316) 682-8344 CONNECT WITH Jordan
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Jordan Brenner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pinion Wealth in Bozeman, MT and the surrounding communities.

Financial Advisor Overview

At Edward Jones, my focus is to serve the financial needs of both individual investors and business owners and their employees. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. As a CERTIFIED FINANCIAL PLANNER™ professional, I aim to provide my clients with the highest level of service by taking the complicated and making it simple. By using a holistic approach, my clients benefit from tailored advice on a number of issues such as risk management, retirement savings and income planning, financial strategies, and estate considerations. I also earned the Chartered Retirement Plans Specialist™ designation, which helps me to establish and advise business owners on retirement plans for themselves and their employees. Using our established process, I look for opportunities to add value using a personal approach for both individuals and businesses alike. I was born and raised in the Central Valley, ultimately graduating from Fresno State with honors. I have been an active member in church and have had the opportunity to serve in multiple capacities locally and abroad. I currently serve on the board for the Central Valley Council of Charitable Gift Planners, and on the committee for the Walk to End Alzheimer's. Having previously served my community as a police officer, I continue to hold trust and integrity as the foundation for my personal life and business. My faith and family are the values that define me, and being a husband and father are the privileges I am the proudest of. My desire is to understand what is most important to you and help you build tailored strategies to help you get to where you want to go. If you are seeking direction with a personalized experience, please don't hesitate to contact our office. Virtual appointments are welcome. I look forward to speaking with you.


Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Edward Jones

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Medical & Health Issues, Sudden Wealth


Helpful Financial Planning Resources