For the past 15 years, Jordan has helped his clients pursue financial well-being with plans and investments contoured to their goals. Each benefits from his dedication to research, and his approach to personalized whole-life financial planning that combines noninvestment strategies – like cash management and insurance needs analyses – with a wide range of investment opportunities.
Jordan’s aim is to provide our client with advice beyond investing in the capital markets. His role includes managing clients’ financial plans through our Goal Planning and Monitoring program, as well as analyzing individual fixed income positions and finding strategic opportunities through corporate bonds, municipal bonds and alternative investments.
His technical skills are elevated by his ability to communicate clearly and with warmth. His goal is to make his clients confident in their financial futures with a plan that they understand. Responsiveness is just as important for building his clients’ confidence and encourages routine communication and strategy sessions.
Jordan is a graduate of Wesleyan University where he earned a bachelor’s degree in Political Science. Prior to Raymond James, Jordan worked with other investment firms including UBS and Smith Barney (now Morgan Stanley). In 2015, he partnered with Larry Gonnello at Deutsche Bank Alex. Brown prior to Alex. Brown’s acquisition by Raymond James.
He currently holds Series 7, 66 and 31 designations in addition to a Life, Health and Variable Annuities Insurance license from the state of Florida.
Volunteerism and giving back is important to Jordan, who is a member of the Leukemia and Lymphoma Society of Palm Beach and the Coastal Conservation Association.
In his free time, Jordan is a professional tournament fisherman, competing as a member of a sponsored team. He is also a former Team USA lacrosse player who competed in the 1999 World Games. Jordan keeps his connection to the sport by coaching youth lacrosse. Outside of competitive endeavors, Jordan takes advantage of what the great outdoors has to offer.
He is originally from Setauket, New York, and now lives in Palm Beach Gardens, Florida, with his wife, Holly, and their two children.
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.
Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates.
Alternative Investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.
