Charles A. Jordan
Mr. Jordan has been in the financial services industry for over 16 years. Prior to founding Ashland Securities, he was the president, founder and chief compliance officer of BA Securities, LLC. Established in 2010, BA Securities was one of the first independent broker-dealers designed to cater to independent Investment Bankers and Placement Agents. Mr. Jordan successfully sold the company in 2016.
Prior to founding BA Securities, he was a partner at Creative Financial Group, a 45-year-old wealth management firm which focused on strategic planning for middle market businesses and their shareholders. At age 25 he became the youngest Masters Qualifier in New England Financial’ s 174 year history. He has advised numerous closely held businesses with regards to risk management, capital structure, and strategic financial planning.
Mr. Jordan received a B.S. in finance from Florida State University and was a member of the Golden Key and Phi Kappa Phi honor societies.
Mr. Jordan holds Series 6, 7, 24, 27, 63, 79 and 99 Licenses.← Back to Executive Team