Jordan S. Kane

HILLCREST FINANCIAL GROUP

Thousand Oaks, CA 91360

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CRD#: 7142686

Professional summary

Jordan Scott Kane, CFP®, who also goes by Jordan Kane, is a registered financial advisor currently at HILLCREST FINANCIAL GROUP located in Thousand Oaks, California.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jordan has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Kane

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 Jordan Scott Kane'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: 2023

Experience

Current

January 4, 2023 - Present

HILLCREST FINANCIAL GROUP

Office #1: 515 Marin Street Suite 406, Thousand Oaks, CA 91360

RIA

CRD#: 317862

Thousand Oaks, CA

Past

August 28, 2020 - January 17, 2023

PACIFIC FINANCIAL STRATEGIES, INC

RIA

CRD#: 151434

THOUSAND OAKS, CA

Past

September 6, 2019 - March 20, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

LA JOLLA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HILLCREST FINANCIAL GROUP

DDFG, INC | STEINWAY ADVISORS, LLC | HILLCREST FINANCIAL GROUP

CRD#: 317862 / SEC#: 801-122983

RIA

Registered Investment Advisory firm - (1/4/2022 Approved)

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

California
(1/4/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/28/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/27/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 9/6/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 8/23/2019

Securities Industry Essentials Examination

Current Firm

HILLCREST FINANCIAL GROUP

DDFG, INC | STEINWAY ADVISORS, LLC | HILLCREST FINANCIAL GROUP

CRD#: 317862 / SEC#: 801-122983

RIA

Registered Investment Advisory firm - (1/4/2022 Approved)

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Contact information

Main Address

515 Marin Street Suite 406, Thousand Oaks, CA 91360

Mailing Address

Phone number

(805) 373-8686

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR HILLCREST FINANCIAL GROUP (2/25/2025)

Regulatory assets under management

Total Number of Accounts	1,050
AUM (Assets Under Management)	$ 470,750,000

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.

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Advisor Monitoring

Firm Stability Insights

Jordan S. Kane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Scott Kane's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC FINANCIAL STRATEGIES, INC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

HILLCREST FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2020

Series 63

Date: 9/27/2019

Series 6TO

Date: 9/6/2019

SIE

Date: 8/23/2019

Current Firm

HILLCREST FINANCIAL GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HILLCREST FINANCIAL GROUP

TRUST BUT VERIFY

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