Patrick
Jordan

Fmsa

CRD#5356237
Investment Advisor
in Delray Beach, FL

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About this Advisor

Patrick Jordan is a financial advisor based in Delray Beach, Florida, working with Fmsa. Patrick has previously held positions at Louisiana National Guard, Terry Romero Wofford Ins Agency, State Farm Vp Management Corp, Fmsa, and Compass Insurance Advisors. Patrick has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Patrick is part of Fmsa, which operates out of Delray Beach, Florida. The firm has 5 offices and 12 employees. The firm manages assets totaling $169.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Fmsa includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Delray Beach, FL

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Fmsa Brokerage Details

Total Assets Under Management

$169,263,056

Total Number of Employees

12

Total Number of Accounts

1,417

Average Account Size

$119,452

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Patrick Jordan Work History

2017 - Present (7 years)

Fmsa

2017 - Present (7 years)

Compass Insurance Advisors

2009 - Present (15 years)

Louisiana National Guard

2014 - 2017 (3 years)

State Farm Vp Management Corp

2013 - 2017 (4 years)

Terry Romero Wofford Ins Agency

Disclosures

Please visit the SEC profile of Patrick Jordan 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 Fmsa

Hector Valdez
Brownsville, TX
Jonathan Eleser
Delray Beach, FL
Reid Pierson
Delray Beach, FL
Tiffany Grayson-Tauzin
Delray Beach, FL
David Vela
Delray Beach, FL
Patrick Jordan
Delray Beach, FL
Jacques Sonnier
Delray Beach, FL
James Kennedy
Delray Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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