Patrick
Jordan
Fmsa
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About this Advisor
Patrick Jordan is a financial advisor operating in Delray Beach, Florida, with 4 years of relevant experience. Jordan currently works for Fmsa. Their career trajectory has included roles at Jpmorgan Chase Na, Louisiana National Guard, J.P. Morgan Securities LLC, Terry Romero Wofford Ins Agency, State Farm Vp Management Corp, Fmsa and Compass Insurance Advisors. Jordan maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Louisiana. Fmsa is a registered investment firm with a branch in Delray Beach, Florida. The company has offices in five locations and a total of nine employees. It administers $145 million in assets across its 1,364 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,364 client accounts, 18% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on which services the firm provides the client. However, fees billed by Fmsa likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fmsa Brokerage Details
$145,208,238
9
1,364
$106,458
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Patrick Jordan Work History
Patrick has been registered as a financial advisor for 4 years.*
Fmsa
Compass Insurance Advisors
Louisiana National Guard
State Farm Vp Management Corp
Terry Romero Wofford Ins Agency
J.P. Morgan Securities LLC
Jpmorgan Chase Na
*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 Patrick Jordan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Delray Beach, FL
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