Kevin Jordan
Greater Gifts Family Office · Fort Myers, Florida
Kevin Jordan is a fee-only financial advisor at Greater Gifts Family Office in Fort Myers, Florida, who holds the CFP credential. Kevin focuses on estate & legacy planning and family wealth transfer. Greater Gifts Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Greater Gifts Family Office |
|---|---|
| Based in | Fort Myers, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $175.7M across 479 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7265296 |
| Exams passed | Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.greatergiftsfo.com |
| Profile |
How Kevin's firm compares
- Greater Gifts Family Office's average account is about $367,000, from its Form ADV (assets managed divided by 479 accounts).
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Questions about Kevin
Is Kevin Jordan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Greater Gifts Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Greater Gifts Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Jordan based?
Kevin Jordan is based in Fort Myers, Florida.
What does Kevin specialize in?
Kevin's specialties include estate & legacy planning and family wealth transfer. Kevin works with multi-generational families.
What credentials does Kevin Jordan hold?
Kevin Jordan holds the CFP credential.
Is Kevin Jordan registered with the SEC?
Yes. Kevin Jordan is registered as an investment adviser representative in FL (CRD 7265296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greater Gifts Family Office manage?
Greater Gifts Family Office reports $175.7M across 479 accounts in assets under management.
How do I contact Kevin Jordan?
Through Kevin's website, www.greatergiftsfo.com.
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
- Greater Gifts Family Office 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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