Owner and CCO · Alpha Financial Management, Inc.
Mary P. Jordan
CRD 6572556 · Named on Form ADV at one SEC-registered adviser
At a glance
Alpha Financial Management, Inc., an SEC-registered wealth manager based in Savannah, GA with $109 million in regulatory assets, lists Mary P. Jordan on its Form ADV as Owner and CCO, a control person.
Firms and roles
- Alpha Financial Management, Inc.Owner and CCOWealth manager · Savannah, GA · $109M in regulatory assets
AtlasMembers
Mary’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Wayne R. JordanSecretary/owner, Alpha Financial Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.