Matthew A. Jordan
FINANCIAL MANAGEMENT NETWORK
Mission Viejo, CA 92691
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CRD#: 7157616
Professional summary
Matthew Aaron Jordan, CFP® is a registered financial advisor currently at FINANCIAL MANAGEMENT NETWORK INC located in Mission Viejo, California and FMN CAPITAL CORPORATION located in Mission Viejo, California.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
Hello! My name is Matthew Jordan, and I am one of the newest additions to the Financial Management Network Financial Planning Team. I started at FMN as part of a business process optimization effort and helped streamline many of the firm’s internal processes. I have just completed FMN’s mentorship program, having attained my CFP® in March of 2022. FMN has trained me in the art and the science of being a financial planner.
In addition to my CFP®, I have an academic background to match. I graduated from the University of Redlands with a Bachelor of Science in Business Administration and then a Masters of Business Administration with an emphasis in Finance.
As an academically minded individual, I have made it part of my responsibility as a planner to ensure that my clients are well-educated on each aspect of the planning process. I am committed to giving my clients enough information to make educated decisions in all areas of their financial household. I have also worked hard at keeping my writing chops sharp post-college, and I am the first FMN adviser to have an article published in the Journal of Financial Planning.
In my spare time, my wife Sarah, our little boy Silas, and I enjoy hiking, exploring new restaurants, spending time on the beach, and volunteering at church. I am also an avid gamer and have a passion for content creation. I eventually want to leverage my educational and professional background into financial content, additional finance-related articles, and even work to push back against so much of the harmful financial “education” we see on social media.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
09/2020- Investment Adviser; Financial Management Network, Mission Viejo CA; investment related;10 hours per week during trading hours APPOINTED AGENT OF VARIOUS INSURANCE COMPANIES CA INSURANCE LICENSE - LIFE/HEALTH/VARIABLE PRODUCTS 06/2024- personal S corp; owner; CA; created for 1099 income 01/2024- Financial Planning Association; CA: membership committee & study group leader; not investment related; 4 hrs per month 06/2025 - Ladera-Rancho Chamber of Commerce Membership; investment-related - no; nature of the other business - Chamber of Commerce Networking, possible community service; position - Member; the approximate number of hours/month you devote to the other business - 1-2 hours per week; 01/2026- Financial Planning Association FPA Orange County Chapter; CA; President; not investment related; 2-3 hrs per week
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Aaron Jordan's 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®
Start date: 2022
Experience
Current
September 28, 2020 - Present
FINANCIAL MANAGEMENT NETWORK INC
Office #1: 26041 Acero, Mission Viejo, CA 92691RIA
CRD#: 110454
Mission Viejo, CA
Current
August 28, 2020 - Present
FMN CAPITAL CORPORATION
Office #1: 26041 Acero, Mission Viejo, CA 92691Office #2: 26035 Acero, Mission Viejo, CA 92691BD
CRD#: 38105
Mission Viejo, 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".
FM
FINANCIAL MANAGEMENT NETWORK INC
FINANCIAL MANAGEMENT NETWORK INC | FINANCIAL MANAGEMENT NETWORK INC.
CRD#: 110454 / SEC#: 801-40473
RIA
Registered Investment Advisory firm - (12/31/1991 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/6/2021)
RR
California(9/28/2020)
IAR
California(9/28/2020)
RR
Colorado(6/1/2023)
RR
Florida(12/5/2022)
RR
Georgia(7/10/2024)
RR
Indiana(7/10/2024)
RR
Iowa(7/10/2024)
RR
Kentucky(7/10/2024)
RR
Massachusetts(7/10/2024)
RR
Michigan(7/10/2024)
RR
Minnesota(7/10/2024)
RR
Nevada(7/6/2022)
RR
New York(7/10/2024)
RR
North Carolina(2/9/2024)
RR
Ohio(6/5/2023)
RR
Oklahoma(7/10/2024)
RR
Oregon(7/10/2024)
RR
Pennsylvania(7/10/2024)
RR
Texas(4/27/2023)
IAR
Texas(4/27/2023)
RR
Washington(12/9/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/28/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FM
FINANCIAL MANAGEMENT NETWORK INC
FINANCIAL MANAGEMENT NETWORK INC | FINANCIAL MANAGEMENT NETWORK INC.
CRD#: 110454 / SEC#: 801-40473
RIA
Registered Investment Advisory firm - (12/31/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
26041 Acero, Mission Viejo, CA 92691
Mailing Address
Phone number
(949) 455-0300
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,200 |
| AUM (Assets Under Management) | $ 1,796,671,361 |
Red Flags
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