Mary Jordan has been Owner and CCO of Alpha Financial Management since March 2025, is a control person of the firm and directly owns between 50% and 75% of it.
Alpha Financial Management, Inc. is a Savannah, GA firm with $109M under management, 115 clients and 3 advisers across 3 offices, as of its April 2026 filing.
Mary Jordan’s longest registration was 7 years at Edward Jones (2016–2023). Before joining Alpha Financial Management in 2023, Mary Jordan was registered through Edward Jones.
- – present · 3 yearsSavannah, GA · Adviser representative · Firm CRD 125800
- Edward Jones– · 7 yearsSavannah, GA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Mary Jordan is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from June 2023; the most recent is Georgia, in September 2023.
- GeorgiaSince 18 September 2023
- South CarolinaSince 7 June 2023
- TexasResidentSince 7 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 December 2015 |
| Series 7 | General Securities Representative Examination | 3 December 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mary Petrone Jordan
- CRD
- 6572556
- Firm
- Alpha Financial Management · CRD 125800
- Role
- Owner and CCO
- Office
- 7505 WATERS AVENUE, SUITE E-1, Savannah, GA 31406-3631
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Mary Jordan work?
Mary Jordan has been Owner and CCO of Alpha Financial Management, Inc. since March 2025, and is a control person of the firm.
Is Mary Jordan a financial advisor?
Yes. Mary Jordan has a current investment-adviser registration in Georgia, South Carolina and Texas, through Alpha Financial Management since June 2023.
How many years of experience does Mary Jordan have?
Mary Jordan has 10 years in the financial industry, since December 2015, across 2 adviser firms.
What exams has Mary Jordan passed?
Mary Jordan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2015. FINRA credited Mary Jordan with the SIE, which began in October 2018.
Where did Mary Jordan work before Alpha Financial Management?
Before Alpha Financial Management, Mary Jordan was registered through Edward Jones, January 2016 to June 2023.
Where is Mary Jordan based?
Mary Jordan’s registered office is in Savannah, GA.
Is Mary Jordan registered with FINRA?
No. Mary Jordan has no current broker registration.
How can I verify Mary Jordan’s record?
Search CRD 6572556 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Jordan’s full registration record.