David Jordan
Jordan Financial Services · Kenosha, Wisconsin
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Jordan Financial Services |
|---|---|
| Based in | Kenosha, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $107.1M across 510 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in IL, WI · CRD 2348335 |
| Exams passed | Series 63 (1993) · Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jordanfinancial.biz |
How David's firm compares
- Jordan Financial Services's average account is about $210,000, from its Form ADV (assets managed divided by 510 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Jordan Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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