Jordan Bastien

Financial Advisor

215-557-1733 | Email |

Value statement

I specialize in financial planning and investment management for clients seeking market performance coupled with sustainable and social impact.

Financial planning ensures that your money goals align with your life goals. The planning process begins with a candid discussion about your motivations, values, and priorities. Together with RBC’s internal team of CERTIFIED FINANCIAL PLANNER™ professionals, I then consolidate all of the information in your financial life to deliver a clear picture of where you stand today, an analysis of the risks and opportunities we see for you, and a recommendation of solutions tailored to your situation. I am pleased to make available investments that integrate your financial objectives alongside Environmental, Social, and Governance (ESG) objectives, a strategy that can help lower risk, increase returns, and support a better foundation for society.

Once you’re comfortable with the direction of your plan, we then implement and execute, optimizing your financial life and giving you peace of mind that you’re on the right track. We continue to monitor your investments, stay on top of your financial commitments, and recommend adjustments, speaking with you regularly to ensure we remain in sync and on target.

Our services are based on a dynamic approach to financial planning that is designed to evolve along with your life. Children grow up, our parents get older, we buy or sell homes, change jobs, retire, and decide to start or sell a business — all of these transitions bring new financial risks and opportunities. When you need personal, informed advice for any decision in your financial life, we are just a phone call away. RBC has been helping clients manage wealth for more than a century, and I look forward to putting our expertise at your service as we work together to help you achieve your best future.

Qualifications/Professional history

Jordan began her career in finance as an investment adviser at Worth Financial Management, an independent financial advisory for women. Jordan passed the Series 7, 63 and 65 exams, and holds life and health insurance licenses.

Educational background/Personal/Community

Jordan graduated from Princeton University with a Bachelor of Arts degree in art history. After college, Jordan moved to New York City, where she worked as a contemporary art dealer for a decade before moving to Philadelphia in 2009. She now lives in Philadelphia’s Chestnut Hill neighborhood with her husband and two children.

Jordan is involved in a number of community activities, and volunteers on the Financial Committee of Chestnut Hill Friends Meeting. In her free time, Jordan enjoys spending time reading, rowing on the Schuylkill, running in the Wissahickon and spending time with her friends and family.

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

advisor

Wealth Strategist


advisor

Wealth Planning Consultant


advisor

Trust Consultant


advisor

Divisional Retirement Plan Consultant