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Jordan Christian Norley

Investment Adviser Representative at Independence Square Holdings, LLC

King Of Prussia, PACRD #4721277Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jordan Christian Norley is an investment adviser representative in King of Prussia, PA, currently registered with Independence Square Holdings, LLC and LPL Financial LLC. They have worked in the securities industry since 2006 and have been registered with 5 firms, including Private Advisor Group, LLC and AXA Advisors, LLC. 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 Pennsylvania and Texas.

Office

150 South Warner Road, Suite 300
King Of Prussia, PA 19406

Advisors at this office: 28

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania, Texas
Broker:
8 states and territories

California, Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/10/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/29/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Independence Square Holdings, LLCCurrent
1/16/2020 – King Of Prussia, PA
LPL Financial LLCCurrent
2/17/2011 – King Of Prussia, PA
Private Advisor Group, LLC
6/7/2012 – 1/14/2020King Of Prussia, PA
AXA Advisors, LLC
2/15/2006 – 7/23/2009Lionville, PA
American Express Financial Advisors, Inc.
1/30/2004 – 7/6/2005West Chester, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial LLC
    Feb 2011 – no end date reportedKing Of Prussia, PA
  2. Private Advisor Group, LLC
    Jun 2012 – Jan 2020King of Prussia, NJ
  3. Cadrew Wealth Management
    May 2012 – no end date reportedWest Chester, PA
  4. Independence Square Holdings, LLC
    Aug 2019 – no end date reportedKing Of Prussia, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Independence Square Holdings, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
  • Performance-based fees
  • Subscription fee
  • Other

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and Newsletters

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
40
Offices listed on AdvisorFinder:
5
Main office:
King Of Prussia, PA
SEC file number:
801-116750

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 6, 2026

View full firm profile

Other advisors at Independence Square Holdings, LLC

Showing 12 of 40 in the directory

View Independence Square Holdings, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan Christian Norley 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jordan Christian Norley (Independence Square Holdings)