Vice President of Wealth Management
Jordan joined Brooks Financial Group as a college intern in 2008 and quickly turned the experience into a career. In his current role as Vice President of Wealth Management, Jordan works closely with relationships to understand their matters of importance and developing financial plans to help them achieve their goals.
His prior work as a Para-Planner acted as solid preparation and a strong foundation upon which he is building his own advisory skills. He believes that two of the primary aspects which differentiate BFG from other firms are the high level of communication and the genuine care that goes into each relationship.
A graduate of Calvert Hall College High School and Towson University, Jordan holds his Series 7 and 66 Securities licenses and the Certified Financial Planner (CFP) designation. Jordan is also a graduate of the Brooks Financial Group Wealth Advisor Institute and an Investment Advisor Representative with Founders Financial Securities, LLC.