Kevin Patrick Jordan
Investment adviser representative at Macke Financial Advisory Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$175.7MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Macke Financial Advisory GroupAug 2019 to now
- Herc RentalsJun 2017 to Aug 2019
- Bishop Verot High SchoolAug 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Macke Financial Advisory Group
Legal name: Macke Financial Advisory Group, Inc.
$175.7MAssets managed
130Clients
3Advisers
26 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
- 7265296
- Firm CRD
- 111318