# David Jordan

> David Jordan is a fee-only financial advisor at Jordan Financial Services in Kenosha, Wisconsin, who holds the CFP and ChFC credentials. David focuses on retirement planning. Jordan Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-jordan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Jordan Financial Services
- **Based in:** Kenosha, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $107.1M across 510 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 2348335 (https://adviserinfo.sec.gov/individual/summary/2348335)
- **SEC registration:** Investment adviser representative in IL, WI
- **Exams passed:** Series 63 (1993), Series 66 (2003)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.jordanfinancial.biz

## Frequently asked questions

### Is David Jordan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Jordan Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Jordan Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Jordan based?

David Jordan is based in Kenosha, Wisconsin.

### What does David specialize in?

David's specialties include retirement planning. David works with retirees.

### What credentials does David Jordan hold?

David Jordan holds the CFP and ChFC credentials.

### Is David Jordan registered with the SEC?

Yes. David Jordan is registered as an investment adviser representative in IL and WI (CRD 2348335), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jordan Financial Services manage?

Jordan Financial Services reports $107.1M across 510 accounts in assets under management.

### How do I contact David Jordan?

Through David's website, www.jordanfinancial.biz.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2348335): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.jordanfinancial.biz/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.