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Jordan Charles Hendry

Advisor at &PARTNERS — Fairbanks, AK

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

9 years

Location

Fairbanks, AK 99709

&PARTNERS logo

&PARTNERS

Enterprise

Total advisors

540

Across 185 offices

Clients per advisor

100 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

Jordan Hendry is a CFP® professional with nine years of industry experience, currently with &PARTNERS in Fairbanks, AK. He has worked previously at Commonwealth Financial Network and SBS Retirement Consultants. Hendry is a co-owner of SBS Retirement Consultants, a private entity established to facilitate securities, advisory, and insurance business. &PARTNERS serves a diverse client base, including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, offering a range of investment advisory, brokerage, financial planning, and retirement plan services through proprietary models and third-party managers.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on &PARTNERS

Founder/Business Owner Executive Retired Financial Professional

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Fee options

Fixed

Fixed fees for financial planning and consulting services, as negotiated

Percentage

$0+: Negotiable up to 3.0%, commonly asset-based advisory fee capped at 3.0% Below recommended Envestnet minimum+: Additional $40 annual fee for Tax Overlay Services

Commissions

Transaction fees and commissions charged in addition to advisory fees; broker-dealer services provided; commissions received on brokerage transactions

Project-based

Hourly consulting fees as agreed upon with client

Subscriptions

Subscription fee of $500/month for weekly market commentary service

Other

Minimum fee: A $40 annual fee if account is below recommended minimum balance (Envestnet program) Fee-only: Negotiable flat fees for financial planning, estate/trust administration consulting, other consulting services

Location

See office

Fairbanks, AK

907 University Ave

Fairbanks AK 99709

Advisors at this office

5

Most active in

Alaska · Texas

Work history

9 years of industry experience

&PARTNERS

2026 - Present • 1 year

Nashville, TN

Commonwealth Financial Network

2022 - 2026 • 4 years

San Diego, CA

Commonwealth Financial Network

2016 - 2022 • 6 years

Waltham, MA

SBS Retirement Consultants

2015 - 2026 • 11 years

Fairbanks, AK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Greta M

CFP®

Fairbanks, AK

Frontier Financial Planning

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax-loss harvesting Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)
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Phil Y

Series 63

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

Phil Younker, Jr. is a financial advisor with Phil A. Younker & Associates, Ltd. in Fairbanks, Alaska, holding a Series 63 designation and over 30 years of industry experience. He has been with Phil Younker & Associates since 1986. Phil A. Younker & Associates provides discretionary portfolio management and wealth-planning services to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and businesses. The firm primarily uses passive investment management strategies with index mutual funds and ETFs, complemented by fundamental and technical analysis and third-party manager referrals.

Wealth management Multi-generational wealth transfer Passive / index investing
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Jaime G

Series 65

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

Jaime Graham is a financial advisor at Phil A. Younker & Associates, Ltd. with eight years of industry experience. He holds a Series 65 credential and has previously worked at Abridge Partners, LLC. Phil A. Younker & Associates provides discretionary portfolio management and wealth-planning services to individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and businesses. The firm primarily uses passive investment strategies with index mutual funds and ETFs, complemented by fundamental and technical analysis and coordination with outside managers.

Wealth management Multi-generational wealth transfer Passive / index investing
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Tammy K

Series 65

Fairbanks, AK

Elliott cove Capital Management

Tammy Kosa is a financial advisor at Elliott Cove Capital Management in Fairbanks, AK, with 19 years of industry experience. She holds a Series 65 designation and has been with Elliott Cove since 2006, alongside a concurrent role at Northrim Bank since 2004. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification through index-type mutual funds and ETFs, managing portfolios with a factor-oriented, efficient-market philosophy.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Joshua C

Series 65

Fairbanks, AK

Greenup Wealth

Joshua Church is a financial advisor at Greenup Wealth with five years of industry experience. He holds a Series 65 designation and previously worked at Arbor Capital Management and Eleanor Investment Inc. Before his advisory career, he spent time in the construction industry. Greenup Wealth provides portfolio management and ongoing financial planning to individuals, charitable organizations, and business entities. The firm employs a diverse range of investment strategies and analytical methods, managing both discretionary and non-discretionary accounts while incorporating tax-efficient asset location for certain assets.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Austin H

Series 66

Fairbanks, AK

Concurrent Investment Advisors, LLC

Austin Head is a financial advisor at Concurrent Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wedbush Securities. He is also involved in providing insurance advice tailored to client needs. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven approach using ETFs, mutual funds, and selected securities to align with client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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