Jordan Kane (CRD# 7142686) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 4 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hillcrest Financial Group | Thousand Oaks, CA | Jan 2023 - Current | 1 |
| Pacific Financial Strategies, Inc. | Thousand Oaks, CA | Aug 2020 - Dec 2022 | 2 |
| Affordable Engineering Services | Ogden, UT | Apr 2020 - Jul 2020 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Nov 2019 - Mar 2020 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2019 - Mar 2020 | < 1 |
| Northwestern Mutual Investment Services LLC | La Jolla, CA | Jul 2019 - Mar 2020 | < 1 |
| Armed Forces | Camp Pendleton, CA | Sep 2011 - Jul 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
| S63 | Uniform Securities State Law Examination | Sep 2019 |
- CA
-
Total Assets Under Management392MILLIONS
-
Total Number of Accounts935ACCOUNTS
-
Average Account Value$419,380
- A percentage of assets under your management
- 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
AZ, CA, CO, ID, NV, TX
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