Troy Charles Jordan
Investment Adviser Representative at Gateway Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Troy Charles Jordan is an investment adviser representative in Cromwell, CT, currently registered with Gateway Wealth Partners, LLC and LPL Financial LLC. They have worked in the securities industry since 1976 and have been registered with 5 firms, including Cantella & Co., Inc. and Cambridge Investment Research Advisors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut.
Registrations & licenses
- Investment adviser:
- Connecticut
- Broker:
6 states and territories
Colorado, Connecticut, Florida, Massachusetts, Pennsylvania, Wisconsin
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.
- Cantella & Co IncMar 2004 – Dec 2022Boston, MA
- Cambridge Investment Research Advisors, Inc.Dec 2022 – Mar 2023Fairfield, IA
- Cambridge Investment Research, Inc.Dec 2022 – Mar 2023Cromwell, CT
- Cantella & Co IncMar 2004 – Dec 2022Malden, MA
- LPL Financial LLCMar 2023 – no end date reportedCromwell, CT
- Gateway Wealth Partners, LLCMar 2023 – no end date reportedCromwell, CT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Gateway Wealth Partners, 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
- Hourly
- Fixed fee
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)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 100
- Offices listed on AdvisorFinder:
- 17
- Main office:
- Appleton, WI
- SEC file number:
- 801-126635
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 12, 2026
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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. Troy Charles Jordan 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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