Ensuring an exceptional client experience is second nature to Jordan. A Senior Registered Associate joined the team in April of 2024 and is dedicated to helping enhance branch efficiencies while providing a quality client experience. He works closely with our advisors, servicing our client needs to assist with countless matters such as establishing, reviewing, and maintaining client accounts.
Jordan’s experience has given the team a skillful problem-solver, drawing upon his deep knowledge of the financial industry and a tremendous resource for all operational questions and issues to access the best solution for each situation. You can always feel confident your concerns will be resolved timely with the care, compassion and efficiency.
Originally from Minneapolis, Minnesota he graduated from the University of Minnesota. He was a recipient of the Cephas Allin Scholarship which supports political science majors in their academic studies at the university. He moved to Los Angeles in the summer of 2022 to continue his financial services career. In his spare time, you will find him hiking the trails in California or challenging his friends and family in a competitive game of chess.