As Associate, Wealth Advisor, Jordan supports ultra high net worth clients and their families with reaching their financial goals. Jordan assists clients with a variety of services including asset allocation, portfolio construction, and wealth strategy, with a special focus on emerging investors. Prior to this role, Jordan began his tenure at NewEdge Wealth by playing a key role in recruiting ultra high net worth advisors and teams. He works closely with prospective candidates to evaluate whether joining NewEdge was the right decision for both them and their clients.
Jordan earned a Bachelor of Arts degree in Psychology from Bucknell University, with a minor in Economics, and a Master of Arts in Communication from the College of Charleston. He was a former varsity basketball team captain at both Bucknell University and the College of Charleston. In his spare time, Jordan enjoys fitness, basketball, sports, and spending time with family.
Jordan currently resides in New York City in the West Village and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He holds Series 7 and 66 licenses.
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