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Kevin Patrick Jordan

Macke Financial Advisory Group

Fort Myers, FL

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Current Employers
Macke Financial Advisory Group

12699 New Brittany Blvd., Fort Myers, FL 33907 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-10-26
  • FL RA
    APPROVED
    Since 2020-10-26

Branch Locations

12699 New Brittany Blvd., Fort Myers, FL 33907 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Macke Financial Advisory Group Fort Myers FL 08/2019 Present
Herc Rentals Bonita Springs FL 06/2017 08/2019
Bishop Verot High School Fort Myers FL 08/2015 06/2017
  • 08/2019 → Present
    Macke Financial Advisory Group
    Fort Myers, FL
  • 06/2017 → 08/2019
    Herc Rentals
    Bonita Springs, FL
  • 08/2015 → 06/2017
    Bishop Verot High School
    Fort Myers, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-11
  • S65 Uniform Investment Adviser Law Examination
    2020-09-11
Designations

View on SEC IAPD

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BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

More in Fort Myers, FL

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