Kevin Jordan (CRD# 7265296) is an Investment Advisor Representative working at Macke Financial Advisory Group in Fort Myers, FL and has over 3 years of experience in the finance industry. Kevin Jordan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Macke Financial Advisory Group | Fort Myers, FL | Aug 2019 - Current | 4 |
| Herc Rentals | Bonita Springs, FL | Jun 2017 - Aug 2019 | 2 |
| Bishop Verot High School | Fort Myers, FL | Aug 2015 - Jun 2017 | 1 |
| Cypress Lakes Country Club | Fort Myers, FL | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- FL
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts453ACCOUNTS
-
Average Account Value$324,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, OH
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