Jordan Jobe
Jordan Jobe, CFP® Owner | NextGen Advisors Registered Principal, RJFS

Forbes Best-in-State Wealth Management Teams 2024

Jordan Jobe, CFP® 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 their client first culture. To be of greater service to his clients, Jordan attained his CERTIFIED FINANCIAL PLANNER™ certification in 2012.

CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' best interests first. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together and have made a commitment to act as fiduciary when providing financial advice to a client.

Jordan has been ranked in the Forbes Top Advisor lists including Best-In-State Wealth Advisors in 2022 and Top Next-Gen Wealth Advisors in 2021, which can be viewed under the “Recognitions & Awards” tab. He has also been featured on CBS 5 Morning News discussing unexpected retirement expenses.

Outside of business, Jordan’s passions include time with the family, volunteering at the Ronald McDonald House, international travel, half marathons and actively participating in Arizona’s Entrepreneurs’ Organization Chapter. Jordan, his wife Kenady and their two daughters (Nora & Mila) enjoy their RV trip to the Pacific Northwest each summer.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. 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. Please visit https://www.forbes.com/top-next-gen-advisors for more info.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an 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 Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.