About Jordan
Jordan began his career in financial planning as an intern with Capital Wealth Management in 2007 and joined the firm full-time in 2009. Since then, Jordan has built long-term client relationships and gained broad experience in financial planning and investment management. He takes a clear, straightforward approach, helping clients understand their options and the reasoning behind the strategies they are considering.
Outside of work, Jordan enjoys coaching his children, Brayden and Addison, in basketball, baseball, and soccer. He also likes hiking, exploring new places, playing golf, and spending time with family and friends.
Schedule a Meeting with JordanAreas of Focus
Jordan provides financial planning and wealth management for individuals, families, professionals, pre-retirees, and retirees. He helps clients consider how decisions involving investments, retirement, IRAs, taxes, and estate planning may affect one another as their needs and priorities change.
Financial Planning & Wealth Management
Financial planning and investment management for clients building wealth, balancing competing priorities, or working toward long-term goals.
Explore Financial PlanningRetirement Planning
Planning for people approaching or living in retirement, including IRA decisions, income needs, tax considerations, and other changing priorities.
Explore Retirement PlanningRaymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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.