Brian Jourdan
Investment adviser representative at Bill Few Associates, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.7BFirm assets
Are you Brian Jourdan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Bill Few Associates, Inc.Apr 2004 to now
- Bill Few Securities, Inc.Apr 2004 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Bill Few Associates, Inc.
$2.7BAssets managed
2,972Clients
28Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4503769
- Firm CRD
- 133561