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Kevin Patrick Jordan

MACKE FINANCIAL ADVISORY GROUP, INC.·FORT MYERS, Florida
Series 65Clean record5 years registeredMACKE FINANCIAL ADVISORY GROUP, INC.
12699 NEW BRITTANY BLVD., FORT MYERS, FL 33907CRD# 7265296Firm CRD# 111318

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Patrick Jordan · FORT MYERS, FL
Registration
CRD #7265296 · MACKE FINANCIAL ADVISORY GROUP, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

MACKE FINANCIAL ADVISORY GROUP
Oct 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 26, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MACKE FINANCIAL ADVISORY GROUP, INC.
CRD 111318 · SEC 801-57221
AUM
$147M
Regulatory assets under management
Employees
4
453 client accounts
Services offered by MACKE FINANCIAL ADVISORY GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MACKE FINANCIAL ADVISORY GROUP, INC. →
Introduction

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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.
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Other Advisors at MACKE FINANCIAL ADVISORY GROUP, INC.

Todd Christopher Macke
FORT MYERS, FL
Charlotte Kay Dearborn
FORT MYERS, FL

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