Jordan Paul Gates
Investment adviser representative at Kovack Advisors, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$6.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Kovack Advisors, Inc.Jan 2021 to now
- Kovack Securities, LLCJan 2021 to now
- Independent Financial GroupAug 2010 to Dec 2020
- Mac Services, LLCJun 2007 to Dec 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (OR).
Kovack Advisors, Inc.
$6.3BAssets managed
13,293Clients
258Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1683213
- Firm CRD
- 140808