Investment adviser representative · Stone Pillars Wealth Management
Kaitlin E. Jordan
CRD 8312324 · Franklin, TN
At a glance
Kaitlin E. Jordan is an investment adviser representative with Stone Pillars Wealth Management in Franklin, TN, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Stone Pillars Wealth ManagementSince August 2026Franklin, TN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kaitlin’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
- Locked
- 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
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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.
More at Stone Pillars Wealth Management
- Jonathon T. JordanFranklin · Certified Financial Planner
- Ryan J. RedmondFranklin
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