About Jordan
Jordan C. Norley, AIF®, CFS®, CPFA® Jordan is a Partner, Certified Plan Fiduciary Advisor, and Co-Founder of The Plan Advocate® at Independence Square Advisors. He has over 13 years of experience focusing on retirement plan strategies for businesses and executives. A graduate from Penn State, Jordan has served West Chester as The Mayor and President of Council.
Education
Bachelors
Licenses
Series 7
Series 66
Other Credentials
AIF®
CPFA®
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
2004
Other Credentials
2
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.