Mahoghany Jordan
Investment adviser representative at Cetera Planning Partners
13 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Cetera Planning PartnersJul 2026 to now
- P3 Wealth ManagementDec 2021 to Jul 2026
- P3 Financial GroupOct 2020 to Jul 2026
- Tower LoanAug 2019 to Sep 2020
- Ross Stores IncFeb 2018 to Jul 2019
- University of MississippiAug 2013 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
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
- 7416161
- Firm CRD
- 129625