As a Financial Advisor with Wealth Management Strategies, Jordan works to help individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. Jordan’s mission is to provide every client with targeted, comprehensive financial guidance and portfolio investment strategies – delivered with the highest level of personal service and professional integrity.
Jordan began his investment industry career in 2015 and joined Wealth Management Strategies in 2022. Prior to becoming a Financial Advisor, he worked in the wine industry as a wine importer. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Jordan graduated with B.A. in Economics from University of California – San Diego. Taking a conservative approach, he works collaboratively with the team to provide comprehensive, tax-efficient wealth management strategies to clients and prides himself on building deep relationships with the families and businesses he serves.
Jordan has been married to his wife, Brittney, since 2016. They reside in Huntington Beach with their two children. Jordan and Brittney enjoy the beach lifestyle – scuba diving, surfing, and walking the local dog beach.