Jordan
Kane
Hillcrest Financial Group
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About this Advisor
Jordan Kane is a chartered financial consultant working in Thousand Oaks, California. Kane currently works for Hillcrest Financial Group. The advisor has gained experience 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. Kane holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Hillcrest Financial Group is a firm operating out of Thousand Oaks, CA. It oversees $369 million in assets between its 901 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 901 accounts, 42% are associated with high-net-worth clients who have more than $1 million in investable assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically depend on the services provided. Fee types billed by Hillcrest Financial Group most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hillcrest Financial Group Brokerage Details
$368,600,000
5
901
$409,101
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
Jordan has been registered as a financial advisor for 0 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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