Jordan is a native of Richmond, VA and a graduate of the University of Virginia. Since 2006 he has been a financial advisor with securities registrations including Series 7 and Series 66 held with LPL Financial, and life and health insurance license. He is an Investment Advisor Representative and a Registered Representative of LPL Financial. Jordan has earned the CERTIFIED FINANCIAL PLANNER™ and the Accredited Investment Fiduciary designations. He was awarded the Five Star Wealth Management Award in 2015 and 2016.*
Jordan's practice is centered on working with businesses, their owners and executives on qualified plan management and fiduciary best practices. In addition, Jordan has experience in all areas of personal financial planning including retirement planning, estate planning, insurance planning, and investment management, allowing him to guide each individual client towards their personal financial goals.
Away from the office, he enjoys spending time with his family and playing golf. He lives in Midlothian, VA, with his wife and children.
You can review my background on FINRA's BrokerCheck.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 and 2016 Five Star Wealth.