Breck Jordan Limas
Investment Adviser Representative at Money Concepts Advisory Service
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Breck Jordan Limas is an investment adviser representative with Money Concepts Advisory Service in Tulare, CA, where they have been registered since 2024. They have worked in the securities industry since 2023. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SchoolJan 2013 – Jun 2019Tulare, CA
- College of the SequoiasJul 2019 – Jun 2021Visalia, CA
- Fresno StateJul 2021 – Dec 2023Fresno, CA
- Lower Tule Irrigation DistrictJun 2017 – May 2020Tipton, CA
- 4 Creeks EngineeringJun 2020 – Aug 2020Visalia, CA
- Money Concepts Capital CorpFeb 2023 – no end date reportedPalm Beach Gardens, FL
- BR TAX PlannersOct 2024 – no end date reportedTulare, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Money Concepts Advisory Service
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $10,000
- Estimated blended rate
- 0.025
- Variable Annuities MAP - $10,000 to $49,9991.80%
- Variable Annuities MAP - $50,000 to $99,9991.60%
- Variable Annuities MAP - $100,000 to $499,9991.50%
- Variable Annuities MAP - $500,000 to $999,9991.25%
+6 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 397
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Palm Beach Gardens, FL
- SEC file number:
- 801-39736
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Money Concepts Advisory Service
Showing 12 of 397 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Breck Jordan Limas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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