Jordan David Daugherty
Investment adviser representative at Fsa Wealth Partners
10 yearsExperience
1 stateRegistered in
CFADesignation
$819.7MFirm assets
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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
Experience
10 years in the industry.
- Fsa Wealth PartnersJan 2026 to now
- Financial Services Advisory, Inc.Jan 2022 to now
- Madison Avenue Securities, LLCMar 2021 to Dec 2021
- Campbell Wealth ManagementMar 2021 to Jun 2021
- The Line Hotel DcNov 2018 to Jun 2019
- H. Beck, Inc.Aug 2018 to Mar 2021
- Navigant ConsultingAug 2017 to Sep 2017
- Waterford Wealh ManagementMar 2017 to Sep 2018
- Bsi Financial ServicesOct 2016 to Apr 2017
- Philz CoffeeApr 2016 to Apr 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MD).
Fsa Wealth Partners
Legal name: Fsa Wealth Partners, Inc.
$819.7MAssets managed
698Clients
8Advisers
43 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
- 6939807
- Firm CRD
- 104513