Jordan Kane

from Hillcrest Financial Group
SEC regulated
Regulated Investment Advisor
Jordan Kane is a financial advisor based in California, Thousand Oaks, with 13 years of experience. Jordan currently works for Hillcrest Financial Group. Jordan maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jordan Kane works at Hillcrest Financial Group
Hillcrest Financial Group is a financial advisory firm based in Thousand Oaks, California. It currently has approximately $368,600,000 of assets under management and employs about 5 people. Hillcrest Financial Group uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
2 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
515 Marin Street, Suite 406, Thousand Oaks, California, 91360

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