Jordan began his career in the investment management industry in 2000 based upon a passion for the stock market. In 2015 he joined Raymond James, where he is responsible for the design, implementation and monitoring of client investment strategies, while driving the necessary firm resources to implement overall comprehensive wealth planning.
Prior to joining Raymond James, Jordan worked at a boutique Registered Investment Advisor firm in Los Angeles as a Managing Director. Jordan was instrumental in integrating the firm's investment process and philosophy into a successful investment strategy, which in 2011 he launched into a sub-advisory program that provided access to financial advisors at some of the world's largest broker-dealer firms.
Earlier, Jordan worked at Solomon Smith Barney where he became one of the founding partners of The Wilshire Group at Smith Barney/Citi Family Office in Beverly Hills. In his role, Jordan managed more than $1.5 billion in assets and liabilities and conducted institutional syndicate and large equity block and option trading. In addition, Jordan provided traditional family office services for his clients such as cash flow analysis, personal balance sheets, net worth statements and consolidated investment statements.
Jordan has completed the Financial Planning Education Series.
An active member of his community, Jordan currently serves on the board of advisors for the Early Childhood Parenting Center and on the steering committee for the Cedars-Sinai Sports Spectacular. He holds a bachelor's degree from the University of Arizona.
Ask Jordan what is important and he will say, "Having a relationship with my clients that goes beyond investments. In order to do the very best for my clients, I need to gain their trust. I need to know what is going on in their lives. They need to trust me with this information so I can help to make the most appropriate decisions, not only with regards to investments but tax and financial planning. Raymond James has quality resources that help my clients with their big picture; it's my job to help clients navigate through these offerings to make sure the small picture is taken care of as well."
Raymond James is not affiliated with the above organizations and/or charitable causes.