Jordan was born and raised in the suburbs of Seattle, Washington. He moved to Arizona to attend Arizona State University, where he graduated from the W.P. Carey School of Business. While at ASU, he had the opportunity to study International Business in Prague, Czech Republic and International Economics in Bielefeld, Germany.
Jordan began his career as a Financial Advisor at Edward Jones. In 2010 Jordan moved his practice to Raymond James for the client first culture and to work with a company that was recognized on Fortune’s “Most Admired Companies” list for the second time.1 In order to be of greater service to his clients, Jordan attained his CERTIFIED FINANCIAL PLANNER™ certification since joining Raymond James.
Forbes recently ranked Jordan #5 in Arizona on their 2019 Next Gen Best-In-State Wealth Advisors list. Jordan has also been featured on CBS 5 Morning News discussing unexpected retirement expenses.
Jordan’s passions include giving back to the community, international travel, hiking, reading and family. Jordan, his wife Kenady and their baby daughter Nora look forward to their RV trip to the Pacific Northwest each summer.
1Based on attributes such as quality of management, products, services and social responsibility.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.