Jordan Fowler
Investment Adviser Representative at Avantax Planning Partners, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jordan Fowler is an investment adviser representative with Avantax Planning Partners, Inc. in Seven Fields, PA, where they have been registered since 2024. They have worked in the securities industry since 2016 and have been registered with 4 firms, including Cetera Investment Advisers LLC and UBS Financial Services Inc. 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
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
- Broker:
4 states and territories
Maryland, Ohio, Pennsylvania, Texas
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.
- UBS Financial Services Inc.May 2015 – Apr 2017Pittsburgh, PA
- UBS Financial Services Inc.May 2017 – Aug 2021Canonsburg, PA
- Moxietec LLCAug 2021 – Mar 2023Grove City, PA
- Dollar BANKJun 2023 – Jun 2024Pittsburgh, PA
- Cetera Investment Services LLCJun 2023 – Jun 2024St Cloud, MN
- Cetera Investment Advisers LLCJun 2023 – Jun 2024Pittsburgh, PA
- Avantax Investment Services, Inc.Jul 2024 – Sep 2025Seven Fields, PA
- Avantax Planning PartnersJul 2024 – Sep 2026El Segundo, CA
- Fowler Family HoldingsJul 2023 – no end date reportedMercer, PA
- Avantax Insurance Agency and/or Avantax Insurance Services.Jul 2024 – Sep 2025Seven Fields, PA
- Avantax Insurance Agency and/or Avantax Insurance Services.Jul 2024 – Sep 2025Seven Fields, PA
- Cetera Wealth Services, LLCSep 2025 – no end date reportedSeven Fields, PA
- Cetera Planning PartnersSep 2026 – no end date reportedEl Segundo, CA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Avantax Planning Partners, Inc.
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
- $0 to $1,000,0001.25%
- $1,000,001 to $2,000,0001.00%
- $2,000,001 to $5,000,0000.75%
- Over $5,000,0000.60%
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
Turnkey tax-focused financial planning and wealth management, including salaried Financial Planning Consultants, best-in-class financial plan development, client development support, firm relationship management, and assistance with paperwork, compliance, and marketing.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 258
- Offices listed on AdvisorFinder:
- 31
- Main office:
- Dubuque, IA
- SEC file number:
- 801-50939
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 18, 2026
View full firm profileOther advisors at Avantax Planning Partners, Inc.
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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. Jordan Fowler 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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