Patrick Jordan has been an investment adviser representative at Financial Management Services of America since November 2019, and is not listed among the firm’s executive officers or direct owners. Patrick Jordan holds a BA from the University of Louisiana at Lafayette.
Financial Management Services of America LLC. is a firm with $216M under management, 1,291 clients and 20 advisers across 13 offices, as of its September 2026 filing.
Patrick Wayne Jordan is a Marketing Representative of Financial Management Services of America and the Principal/Agent for Compass Insurance Advisors. He worked for over 7 years at Chase Bank, from Personal Banker to Branch Manager, then moved to State Farm. He started Compass Insurance Advisors and joined the FMSA team in 2017.
Investment adviser representative registrations
Patrick Jordan is registered as an investment adviser representative in Louisiana, since November 2019.
- LouisianaSince 14 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 July 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Patrick W Jordan
- CRD
- 5356237
- Firm
- Financial Management Services of America · CRD 154136
- Office
- Delray Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- June 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myfmsa.com
Where does Patrick Jordan work?
Patrick Jordan is an investment adviser representative registered through Financial Management Services of America LLC. since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Jordan a financial advisor?
Yes. Patrick Jordan has a current investment-adviser registration in Louisiana, through Financial Management Services of America since November 2019.
How many years of experience does Patrick Jordan have?
Patrick Jordan has 16 years in the financial industry, since June 2010, across 1 adviser firm.
What exams has Patrick Jordan passed?
Patrick Jordan has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in July 2007. FINRA credited Patrick Jordan with the SIE, which began in October 2018.
Where is Patrick Jordan based?
Patrick Jordan’s registered office is in Delray Beach, FL.
Is Patrick Jordan registered with FINRA?
No. Patrick Jordan has no current broker registration.
How can I verify Patrick Jordan’s record?
Search CRD 5356237 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Jordan’s full registration record.