Jordan Victor Macdougall
Investment adviser representative at Pathway Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm 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
12 years in the industry.
- Pathway Financial Advisors, LLCJan 2022 to now
- University of GeorgiaAug 2022 to Jul 2024
- Pathway Financial Advisors, LLCMay 2020 to Dec 2021
- University of VermontAug 2019 to Dec 2021
- Johnson & Wales UniversityAug 2018 to May 2019
- Community College of VermontAug 2017 to Jun 2018
- U32 High SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VT).
Pathway Financial Advisors, LLC
$1.6BAssets managed
253Clients
6Advisers
21 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
- 8083152
- Firm CRD
- 124801