JN
CFP
JN
CFP

Jordan Nightingale

14 Years of Experience
Ponte Vedra Beach, FL

Jordan Nightingale is a CFP-designated registered investment advisor at Mai Capital Management, LLC, based in Ponte Vedra Beach, FL, with 14 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 12,787 clients with $30B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
295 advisors
Number of Clients
12,787 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$29.6B

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.80%

MAI negotiates fees at its discretion, resulting in clients under different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

820 Highway A1A N, Suite E4, Ponte Vedra Beach, FL, 32082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mai Capital Management, LLC
March 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wj Interests, LLC
July 2016 - February 2021 · 4 yrs 7 mos
Hfg Wealth Management, LLC
January 2015 - April 2016 · 1 yr 3 mos
Keener Financial Planning
April 2013 - April 2014 · 1 yr
Petersen Hastings Investment Management INC
August 2010 - April 2013 · 2 yrs 8 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
Jordan Nightingale - Financial Advisor | TrueAdvisor