Jordan Niefeld, CPA*, CFP®, CEPA, combines deep expertise in tax strategy, comprehensive financial planning, and business owner exit planning to deliver tailored solutions for ultra-high-net-worth individuals, families, and business owners. With a background as a tax CPA and forensic accountant, Jordan brings a unique perspective to wealth management—integrating investment strategies with advanced tax planning and succession solutions. His approach focuses on simplifying complex concepts, anticipating client needs, and guiding them through every stage of their financial journey with clarity and confidence.
Jordan is a Miami native spending his K-12 years at Hillel Community Day School. After earning his degree from Arizona State University and a Master’s in Accounting, Jordan began his career as a tax CPA and forensic accountant, serving diverse clients including ultra-high-net-worth individuals, not-for-profits and business entities. In 2014, he joined Raymond James & Associates and became a CERTIFIED FINANCIAL PLANNER™ professional. Today, Jordan specializes in advanced tax strategies, comprehensive financial planning, and business owner exit planning, helping clients simplify complex decisions and achieve long-term goals.
Outside of work, Jordan enjoys padel, kite surfing, horseback riding, beach time, and reading WWII history. He regularly lectures throughout South Florida Universities in investment management studies. He is actively involved in charitable organizations including:
- SIFMA Financial Literacy Ambassador
- Kesher (Treasurer of the Board)
- a mentor through Big Brother Big Sister Miami
- Magen David Adom
- The Chapman Partnership
- The Lotus Shelter for Women
- Miami Jewish Federation (OLAM Leadership)
2025 AdvisorHub's Top 250 Advisors to Watch Under $1b
2024 InvestmentNews 40 under 40 Best Wealth Managers & Advisors Rising Stars Award
2024 AdvisorHub's 100 Solo Advisors to Watch
In 2024, Jordan was selected #1 as part of AdvisorHub’s 100 Solo Advisors to Watch list. This nationwide recognition measures scope of practice expertise, growth of practice production, leading professionalism, valued client standards and community service.
2025 AdvisorHub 250 Advisors to Watch under $1b, is based on the period from 12/31/2023 – 12/31/2024 and was released on 6/20/2025. 1,972 nominations were received, and 250 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the rating. More: https://bit.ly/45jwlKC
The 2024 AdvisorHub’s 100 Solo Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
*Raymond James & Associates does not provide tax and accounting services
Raymond James is not affiliated with any of the companies mentioned.