As an Associate, Wealth Advisor at NewEdge Wealth, Jordan advises ultra-high-net-worth clients and their families across a range of investment and strategic planning needs. His work focuses on a forward-thinking demographic: next-generation wealth creators, high-performing entrepreneurs, and elite professional athletes who seek a modern, engaged partner.
Jordan’s approach resonates with professionals who value collaboration, alignment, and shared growth over time. Jordan assists clients with a variety of services including, but not limited to asset allocation, portfolio construction, and multigenerational wealth strategy, helping complex clients make informed decisions grounded in clarity, not guesswork. Jordan aligns his work with NewEdge Wealth’s process, where strategy precedes investment, and capital is purposefully partitioned to align risk with real-world needs and objectives.
Before stepping into his current advisory role, Jordan played a pivotal part in expanding NewEdge Wealth’s national footprint, supporting the recruitment and onboarding of elite advisory teams serving the ultra-affluent. This experience gave him unique insight into what differentiates best-in-class advisors and firms – and he brings that perspective to every client relationship.
A former Division I varsity basketball team captain at both Bucknell University and the College of Charleston, Jordan brings the same discipline and leadership to his client work. He earned his B.A. in Psychology with a minor in Economics from Bucknell and a Master’s in Communication from the College of Charleston.
Jordan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds Series 7 and 66 licenses. He lives in New York City’s West Village and spends his free time focused on fitness, basketball, and family.
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