Unclaimed Profile

Donna Kay Jordan

MONEY PROFESSIONALS, LLC·PENSACOLA, Florida

Series 6CFP22 years registeredMONEY PROFESSIONALS, LLC

625 EAST ROMANA STREET, PENSACOLA, FL 32502-6111CRD# 1248379Firm CRD# 132080

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna Kay Jordan · PENSACOLA, FL

Registration

CRD #1248379 · MONEY PROFESSIONALS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONEY PROFESSIONALS, LLC

ONEASCENT WEALTH MANAGEMENT

Aug 2022 – Dec 2024

Pensacola, FL

MONEY PROFESSIONALS, LLC

Jul 2004 – Dec 2022

PENSACOLA, FL

Registrations & Exams

FINRA examinations passed

Series 6

Registration record

First registered · July 29, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

1997Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

MONEY PROFESSIONALS, LLC

CRD 132080 · SEC 801-64752

AUM

$41M

Regulatory assets under management

Employees

276 client accounts

Services offered by MONEY PROFESSIONALS, LLC

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 MONEY PROFESSIONALS, LLC →

Introduction

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Frequently Asked Questions

What services does Donna Kay Jordan offer?

Donna Kay Jordan specializes in Financial Planning, Investment Management, Wealth Management.

What are Donna Kay Jordan's credentials?

Donna Kay Jordan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donna Kay Jordan located?

Donna Kay Jordan is based in PENSACOLA, Florida, last registered with MONEY PROFESSIONALS, LLC.

How does Donna Kay Jordan charge for services?

Donna Kay 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 MONEY PROFESSIONALS, LLC?

MONEY PROFESSIONALS, LLC has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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