# Jeffrey Jordan

> Jeffrey Jordan is a fee-only financial advisor at Processus Wealth & Capital Management in Franklin, Tennessee, who holds the CFP credential. Processus Wealth & Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-jordan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Processus Wealth & Capital Management
- **Based in:** Franklin, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $249.5M across 233 accounts
- **Credentials:** CFP
- **Works with:** Ultra high net worth, Founders
- **CRD:** 2490684 (https://adviserinfo.sec.gov/individual/summary/2490684)
- **SEC registration:** Investment adviser representative in AL, TN
- **Exams passed:** Series 63 (1994), Series 65 (1996)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.processuswealth.com

## Frequently asked questions

### Is Jeffrey Jordan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Processus Wealth & Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Processus Wealth & Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jeffrey Jordan based?

Jeffrey Jordan is based in Franklin, Tennessee.

### What credentials does Jeffrey Jordan hold?

Jeffrey Jordan holds the CFP credential.

### Is Jeffrey Jordan registered with the SEC?

Yes. Jeffrey Jordan is registered as an investment adviser representative in AL and TN (CRD 2490684), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Processus Wealth & Capital Management manage?

Processus Wealth & Capital Management reports $249.5M across 233 accounts in assets under management.

### How do I contact Jeffrey Jordan?

Through Jeffrey's website, www.processuswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2490684): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.processuswealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.