- B.A. in Finance, University of Missouri- Kansas City, 2012
Jordan joined FAS as an Investment Adviser Representative in 2014. He is responsible for providing research for all current and prospective investments for clients along with assisting in transaction executions and portfolio management. Jordan is a CFA® charterholder and a member of the CFA® Institute. Previously he worked for American Century Investments.
- Chartered Financial Analyst® charterholder
- CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
- Certified Private Wealth Advisor designation (CPWA®)
Additional information about Jordan is available on the SEC website at www.adviserinfo.sec.gov.