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Mary Petrone Jordan

Mary P. Jordan

ALPHA FINANCIAL MANAGEMENT
Savannah, GA 31406-3631
Some features on this profile are disabled
CRD#: 6572556
Mary Petrone Jordan

Professional summary

Mary Petrone Jordan, CFP®, who also goes by Mary Theresa Petrone, Mary T Petrone, is a registered financial advisor currently at ALPHA FINANCIAL MANAGEMENT, INC. located in Savannah, Georgia.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Mary has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Mary Theresa Petrone | Mary T Petrone

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Petrone Jordan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

June 7, 2023 - Present

ALPHA FINANCIAL MANAGEMENT, INC.

Office #1: 7505 Waters Avenue Suite E-1, Savannah, GA 31406-3631
RIA
CRD#: 125800
Savannah, GA
Past

January 11, 2017 - June 1, 2023

EDWARD JONES

RIA
CRD#: 250
SAVANNAH, GA
Past

January 20, 2016 - December 31, 2016

EDWARD JONES

RIA
CRD#: 250
SAVANNAH, GA
Past

December 3, 2015 - June 1, 2023

EDWARD JONES

BD
CRD#: 250
SAVANNAH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(9/18/2023)
IAR
South Carolina
(6/7/2023)
IAR
Texas
(6/7/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/23/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/2015
General Securities Representative Examination

Current Firm

ALPHA FINANCIAL MANAGEMENT, INC.
ALPHA FINANCIAL MANAGEMENT, INC.
ALPHA FINANCIAL MANAGEMENT, INC.

CRD#: 125800 / SEC#: 801-135795

Georgia
Registered Investment Advisory firm - (5/14/2009 Approved)
Louisiana
Registered Investment Advisory firm - (2/24/2025 Approved)
South Carolina
Registered Investment Advisory firm - (1/2/2019 Approved)
Texas
Registered Investment Advisory firm - (3/2/2022 Conditional Restricted)
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Contact information

Main Address
7505 Waters Avenue Suite E-1, Savannah, GA 31406-3631
Mailing Address
Phone number
(912) 353-9343
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A/B (2/11/2026)

Regulatory assets under management

Total Number of Accounts543
AUM (Assets Under Management)$ 109,376,177

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALPHA FINANCIAL MANAGEMENT, INC.

ALPHA FINANCIAL MANAGEMENT, INC.

CRD#: 125800Savannah, GA 31406-3631

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Contact information

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