Jeffrey Jordan
Processus Wealth & Capital Management · Franklin, Tennessee
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.
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Who they serve
- Ultra high net worth
- Founders
Facts
| Firm | Processus Wealth & Capital Management |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $249.5M across 233 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TN · CRD 2490684 |
| Exams passed | Series 63 (1994) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.processuswealth.com |
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Processus Wealth & Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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