Adviser and broker representative · Cetera Planning Partners
Jordan Fowler
CRD 5929498 · Seven Fields, PA
At a glance
Jordan Fowler is an investment adviser representative with Cetera Planning Partners in Seven Fields, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jordan’s SEC record dates to 2014, about 12 years ago. Jordan is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Cetera Planning PartnersSince September 2026Seven Fields, PA · $4.2B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jordan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Cetera Planning Partners
- Gary E. AugustineSeven Fields
- Timothy AugustineSeven Fields · Certified Financial Planner
- David J. KingSeven Fields
- Jena L. ReinheimerSeven Fields
- Cassidy H. SchmidtSeven Fields · Certified Financial Planner
- Zachary SellSeven Fields
- Kelly E. AdamsLouisville
- Andrea L. AddoRoseville
Every advisor at Cetera Planning Partners →Cetera Planning Partners: assets, clients and custodians →Cetera news, moves and payouts →Financial advisors in Seven Fields, PA →Every Cetera Planning Partners advisor in Seven Fields →Advisor Moves: who changed firms this week →