Jordan joined Financial 360 after earning his Bachelor of Science in finance with a concentration in financial planning from Virginia Tech in May 2021. He has completed the academic requirements to become a Certified Financial Planner® professional and successfully passed the CFP®; exam in 2024.
In his role as director of financial planning, Jordan leads the Planning and Investment Committee, collaborating with financial advisors and paraplanners to develop guidelines that enhance client service. He also assists financial advisors by preparing meeting agendas, reports and follow-up communications.
Jordan also holds the General Securities Registered Representative (Series 7) and Combined Uniform Securities Agent State Law Uniform Investment Advisor Law (Series 66) licenses.
Originally from Virginia Beach, Virginia, Jordan now lives in Arlington, where he enjoys playing soccer in his free time.
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.