A complete list of active advisors currently associated with Jordan Wealth Management

Warmer can help you find a great advisor at Jordan Wealth Management or one who fits your needs even better.

Jordan Wealth Management provides investment management to individual and high‑net‑worth clients and offers retirement plan advisory services, principally for 401(k) plans, including plan investment platform analysis, investment policy development, and participant education. Portfolios are constructed for discretionary management and may include no‑load mutual funds, individual equities, and fixed‑income securities. The firm’s investment approach is rooted in Modern Portfolio Theory and emphasizes buy‑and‑hold, asset‑class diversification using passively managed, institutional mutual fund share classes (notably Dimensional Fund Advisors) to limit turnover and control costs. Jordan relies on third‑party back‑office support and brokerage platforms for execution and reporting, performs periodic account reviews, and provides quarterly performance reporting to clients. Jordan is affiliated with an accounting firm (Jordan & Company, P.A.), and several principals are licensed CPAs with Personal Financial Specialist credentials; the brochure discloses that much of the principals’ time is devoted to the accounting practice, a structure that is uncommon for comparable advisory teams. The firm also notes features that may be distinctive to prospective clients, such as a $300,000 guideline for constructing complete fixed‑income portfolios and use of institutional‑only mutual fund offerings.

To learn more about the advisors currently working at Jordan Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.