AdvisorOS Directory
Claim Profile
KJ

Kevin Patrick Jordan

MACKE FINANCIAL ADVISORY GROUP, INC.·FORT MYERS, Florida
Unclaimed Profile
12699 NEW BRITTANY BLVD., FORT MYERS, FL 33907CRD# 7265296Firm CRD# 111318
01

About

Kevin Patrick Jordan is a registered financial advisor based in FORT MYERS, Florida, affiliated with MACKE FINANCIAL ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MACKE FINANCIAL ADVISORY GROUP, INC.
MACKE FINANCIAL ADVISORY GROUP
AUM
$147M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MACKE FINANCIAL ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7265296
Firm CRD# 111318
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT MYERS?

Browse all registered financial advisors in FORT MYERS, Florida or claim this profile if it's yours.

Browse FORT MYERS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Patrick Jordan offer?
Kevin Patrick Jordan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT MYERS, Florida for a consultation.
What are Kevin Patrick Jordan's credentials?
Kevin Patrick Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Patrick Jordan located?
Kevin Patrick Jordan is based in FORT MYERS, Florida, working with MACKE FINANCIAL ADVISORY GROUP, INC.. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.
How does Kevin Patrick Jordan charge for services?
Kevin Patrick Jordan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MACKE FINANCIAL ADVISORY GROUP, INC.?
MACKE FINANCIAL ADVISORY GROUP, INC. has approximately 4 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FORT MYERS
Sherri Lynn Hynden — FLINT FINANCIAL INVESTMENTS MANAGEMENT CORPORATIONEric Joel Hynden — FLINT FINANCIAL INVESTMENTS MANAGEMENT CORPORATIONTrevor Ruskin Whitley — MNS FINANCIAL MANAGEMENT, L.L.C.Brian P O'connell — MNS FINANCIAL MANAGEMENT, L.L.C.Thomas Dewey Case — CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile