Jordan
Kane
Hillcrest Financial Group
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About this Advisor
Jordan Kane is a financial advisor based in Thousand Oaks, California, working with Hillcrest Financial Group. Jordan has previously held positions at Armed Forces, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Affordable Engineering Services, Pacific Financial Strategies, Inc, and Hillcrest Financial Group. Jordan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Jordan is part of Hillcrest Financial Group, which operates out of Thousand Oaks, California. The firm has 6 employees and manages assets totaling $392.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Hillcrest Financial Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hillcrest Financial Group Brokerage Details
$392,120,000
6
935
$419,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jordan Kane Work History
Hillcrest Financial Group
Affordable Engineering Services
Pacific Financial Strategies, Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Armed Forces
Disclosures
Please visit the SEC profile of Jordan Kane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hillcrest Financial Group
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
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