Skip to content

Kevin Jordan

Chief Compliance Officer and Chief Operating Officer at Macke Financial Advisory Group in Fort Myers, FL

Investment adviser registrationUpdated

Kevin Jordan is Chief Compliance Officer and Chief Operating Officer of Macke Financial Advisory Group, Inc., an investment adviser managing $176M, and works from its Fort Myers, FL office. Kevin Jordan has been registered as an investment adviser representative through Macke Financial Advisory Group since 26 October 2020, has 5 years in the industry across 1 firm and has passed the Series 65.

5
Years in industry
5
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Kevin Jordan has been Chief Compliance Officer and Chief Operating Officer of Macke Financial Advisory Group since February 2022, is a control person of the firm and directly owns under 5% of it.

Macke Financial Advisory Group, Inc. is a Fort Myers, FL firm with $176M under management, 130 clients and 2 advisers in one office, as of its March 2026 filing.

  1. – present · 5 years
    Fort Myers, FL · Adviser representative · Firm CRD 111318

Credentials and registrations

Investment adviser representative registrations

Kevin Jordan is registered as an investment adviser representative in Florida, since October 2020.

  • FloridaSince 26 October 2020

Examinations

Series 6511 September 2020
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Kevin Patrick Jordan
CRD
7265296
Role
Chief Compliance Officer and Chief Operating Officer
Office
12699 NEW BRITTANY BLVD., Fort Myers, FL 33907
Registration
Investment adviser registration
In the industry since
October 2020
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Kevin Jordan work?

Kevin Jordan has been Chief Compliance Officer and Chief Operating Officer of Macke Financial Advisory Group, Inc. since February 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 12 March 2026

Is Kevin Jordan a financial advisor?

Yes. Kevin Jordan has a current investment-adviser registration in Florida, through Macke Financial Advisory Group since October 2020.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Kevin Jordan have?

Kevin Jordan has 5 years in the financial industry, since October 2020, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Kevin Jordan passed?

Kevin Jordan passed the Series 65 in September 2020.

Source: IAPD individual record, checked 22 October 2026

Where is Kevin Jordan based?

Kevin Jordan’s registered office is in Fort Myers, FL.

Source: IAPD individual record, checked 22 October 2026

Is Kevin Jordan registered with FINRA?

No. Kevin Jordan has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Kevin Jordan’s record?

Search CRD 7265296 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Jordan’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Macke Financial Advisory Group

Sources

  1. IAPD individual record, CRD 7265296, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Macke Financial Advisory Group, Inc., filed 12 March 2026. Title, control and ownership bands.