Jordan is a private wealth advisor who works with ultra-high-net-worth families and individuals to align their investments with long-term goals through strategic, tax-efficient solutions. He specializes in guiding business owners through liquidity events, helping them maximize the value of their ventures. Known for his curiosity and adaptability, Jordan listens attentively and embraces innovative approaches, fostering strong client relationships. He regards founders and entrepreneurs as the “backbone of our economy.” With over 13 years in the financial services industry, Jordan holds the Certified Exit Planning Advisor designation and passed the Series 7, 66, 9 and 10 exams.

He earned a Bachelor of Science degree from Fordham University, majoring in finance and marketing with a minor in communications. His work has been recognized by Forbes, which named him to its Best-In-State Wealth Advisors list in 2023 and 2024, and to its Top Next-Gen Wealth Advisors list from 2022 through 2024.

Raised in Jupiter, Florida, Jordan grew up in a family that emphasized volunteerism and philanthropy. A former Division I baseball player, he now gives back as a board member for the Miracle League of Las Vegas, an organization supporting children with disabilities. Outside of work and coaching, Jordan enjoys spending time with his wife—also named Jordan—and their three children: twin daughters Addison and Ella and son Max.