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Chief Compliance Officer and Chief Operating Officer · Macke Financial Advisory Group

Kevin P. Jordan

CRD 7265296 · Named on Form ADV at one SEC-registered adviser

At a glance

Macke Financial Advisory Group, an SEC-registered wealth manager based in Fort Myers, FL with $176 million in regulatory assets, lists Kevin P. Jordan on its Form ADV as Chief Compliance Officer and Chief Operating Officer, a control person.

Firms and roles

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Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.