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Donna Kay Jordan

MONEY PROFESSIONALS, LLC·PENSACOLA, Florida
CFPSeries 6
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625 EAST ROMANA STREET, PENSACOLA, FL 32502-6111CRD# 1248379Firm CRD# 132080
01

About

Donna Kay Jordan is a registered financial advisor based in PENSACOLA, Florida, affiliated with MONEY PROFESSIONALS, LLC. 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
MONEY PROFESSIONALS, LLC
MONEY PROFESSIONALS, LLC
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MONEY PROFESSIONALS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1248379
Firm CRD# 132080
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donna Kay Jordan offer?
Donna Kay Jordan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PENSACOLA, Florida for a consultation.
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, working with MONEY PROFESSIONALS, LLC. Their office serves clients in the PENSACOLA metropolitan area and surrounding communities.
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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William Thomas Baker — BENJAMIN SECURITIES, INC.Nancy Mcghee Lowrey — FSA INVESTMENT GROUP, LLCJohnathan David Hosman — FSA INVESTMENT GROUP, LLCWesley Syfrett Odom — ARMADA ADVISORS, INC.Thomas William Laundrie — BENJAMIN SECURITIES, INC.
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
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