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Patrick W Jordan

Investment Adviser Representative at FMSA

Delray Beach, FLCRD #5356237Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Patrick W. Jordan has worked in the securities industry since 2010. They are registered to provide investment advisory services in Louisiana.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Louisiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/14/2019
SIE
Securities Industry Essentials Examination
Passed 2/24/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/5/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$1 to $99,9992.50%
$100,000 to $249,9991.98%
$250,000 to $749,9991.50%
$750,000 to $999,9991.25%
$1,000,000 and over1.00%
Source

FMSA Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FMSACurrent
11/14/2019Delray Beach, FL
STATE FARM VP MANAGEMENT CORP.
2/21/20142/24/2017Lafayette, LA
J.P. MORGAN SECURITIES LLC
10/1/201211/20/2013Opelousas, LA
CHASE INVESTMENT SERVICES CORP.
7/6/200710/1/2012Lafayette, LA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick W Jordan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Patrick W Jordan - Financial Advisor in Delray Beach, FL | AdvisorFinder