Jordan E. Berryhill, CPA, CFP®, AIF®

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 Public Accountant, CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary designations. 

Jordan's practice is centered on customized financial planning that aligns with each client's values and priorities. He 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 financial goals. He also works with businesses, their owners and executives on qualified plan management and fiduciary best practices. As a CPA, Jordan incorporates tax planning across his services.

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.