JM
CFP
JM
CFP

Jordan Mcfarland

2 Years of Experience
Rockville, MD
Broker

Jordan Mcfarland is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2000 Tower Oaks Boulevard, Suite 250, Rockville, MD, 20852

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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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Other Business Activities

Jordan is an associate/employee at Financial 360, LLC, a support company in Rockville, MD. This non-investment related activity takes about half of Jordan's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2023 - Present · 2 yrs 9 mos
State Registrations22 states
ALAZCACODCDEFLINKSKYMDMTNCNJNYOHORPATXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.