# Jordan Nicholas McConnell

Jordan Nicholas McConnell is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with ROOT FINANCIAL PARTNERS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROOT FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/290289) | 2024-04-23 | present | Yes |
| [VANGUARD ADVISERS, INC.](https://search.stillhousedata.com/firm/106715) | 2022-02-04 | 2024-04-10 | — |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2018-02-20 | 2022-01-09 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2017-10-19 | 2018-02-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6630724)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6630724.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.