Patrick
Jordan
Fmsa
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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
Services Offered
Fee Structure
Office Location
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Fmsa Brokerage Details
$169,263,056
12
1,417
$119,452
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Patrick Jordan Work History
Fmsa
Compass Insurance Advisors
Louisiana National Guard
State Farm Vp Management Corp
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
Brownsville, TX
Delray Beach, FL
Delray Beach, FL
Delray Beach, FL
Delray Beach, FL
Delray Beach, FL
Delray Beach, FL
Delray Beach, FL
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