Jordan Gates
Jordan Gates is a CFP, ChFC-designated registered investment advisor at Kovack Advisors, INC., based in Tigard, OR, with 38 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
Tigard, OR
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Regulatory History (1)
Customer Dispute
September 2003Other Business ActivitiesSells Insurance
Jordan owns Fusion Tax and Wealth Management, where he spends nearly all of his time on financial planning including investments and insurance. He also sells health insurance products, including annuities, life insurance, and long-term care, dedicating minimal time to this activity.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.
Kovack Securities INC.Broker
Previous Registrations
Main Street Advisors, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
National Planning CorporationBroker
Main Street Advisors, LLC
Main Street Securities, LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Century Investors of America, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.