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Bryan Brenner Jordan

PRESTIGE WEALTHWIDE, LLC·KAYSVILLE, Utah
Clean recordPRESTIGE WEALTHWIDE, LLC
612 NORTH KAY'S DRIVE, KAYSVILLE, UT 84037CRD# 6148394Firm CRD# 321789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan Brenner Jordan · KAYSVILLE, UT
Registration
CRD #6148394 · PRESTIGE WEALTHWIDE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bryan Brenner Jordan is a registered financial advisor based in KAYSVILLE, Utah, affiliated with PRESTIGE WEALTHWIDE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PRESTIGE WEALTHWIDE, LLC
PRESTIGE WEALTHWIDE, LLC
AUM
$208M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6148394
Firm CRD# 321789
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryan Brenner Jordan offer?
Bryan Brenner Jordan specializes in Investment Management, Fee-Only Advisory. Contact their office in KAYSVILLE, Utah for a consultation.
What are Bryan Brenner Jordan's credentials?
Bryan Brenner Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Brenner Jordan located?
Bryan Brenner Jordan is based in KAYSVILLE, Utah, working with PRESTIGE WEALTHWIDE, LLC. Their office serves clients in the KAYSVILLE metropolitan area and surrounding communities.
How does Bryan Brenner Jordan charge for services?
Bryan Brenner Jordan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRESTIGE WEALTHWIDE, LLC?
PRESTIGE WEALTHWIDE, LLC has approximately 4 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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