Bryan Jordan Email & Phone Number
Director of Operations and Technology @ Gearhart & Associates
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Bryan Jordan Location
- Fort Thomas, KY, US
Bryan Jordan Work
- Director of Operations and Technology @ (October 2026 - Present)
- Director of Operations and Technology @ (July 2025 - October 2026)
- Founder and Managing Partner @ Censifi (September 2023 - July 2025)
- Independent FinTech and Operations Consultant @ riasolutions.ai (March 2023 - July 2025)
- Director (transitioned to Prestige Wealthwide at independence) @ (February 2021 - February 2023)
- Benefits and Planning Consultant, Executive Services @ (June 2018 - February 2021)
- Senior High Net Worth Specialist @ (June 2016 - May 2018)
- High Net Worth Representative @ (December 2012 - May 2016)
Bryan Jordan Education
- Western Illinois University
Bachelor of Business (Management)
2009-2011 - Black Hawk College
Associate of Arts (Business)
2007-2009
Bryan Jordan Skills
- Addepar
- Advisor Transitions
- Artificial Intelligence (AI)
- Artificial Intelligence for Business
- Automation
- Broker-Dealer Operations
- Customer Relationship Management (CRM)
- Emotional Intelligence
- Equity Compensation
- Estate Planning
- FINRA
- Fiduciary
- Financial Planning
- Financial Services
- Investment Advisory Services
- Investment Management
- Investment Products
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Operating Systems
- Portfolio Management
- RIAs
- Registered Investment Adviser
- Regulatory Compliance
- Retirement Planning
- Securities
- Securities Regulation
- Securities Supervision
- Series 66
- Series 7
- Series 9/10
- SharePoint
- State Securities Law
- Strategic Planning
- Tax Planning
- Team Mentoring
- Technology Integration
- Wealth Management
- Wealthtech Architecture
- Workflow Automation
Bryan Jordan Summary
- Bryan Jordan, based in Fort Thomas, KY, US, is currently a Director of Operations and Technology at Gearhart & Associates. Bryan Jordan brings experience from previous roles at Mountain Legacy Family Wealth Partners, Censifi, riasolutions.ai and Ensign Wealth Advisors. Bryan Jordan holds a 2009 - 2011 Bachelor of Business in Management @ Western Illinois University. With a robust skill set that includes Addepar, Advisor Transitions, Artificial Intelligence (AI), Artificial Intelligence for Business, Automation and more. Bryan Jordan has 1 emails and 1 mobile phone numbers on RocketReach.
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