Associate Wealth Advisor
Jordan an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Jordan graduated from California State University Fullerton with a major in Economics. During her time at Cal State Fullerton, Jordan was a member of the Women in Business Leadership program which provides training and teaches creative problem-solving techniques for women students to prepare for advancement in leadership positions. Additionally, she is a member of Omicron Delta Epsilon – the international Economics Honor Society. Jordan is originally from Laguna Beach, CA and outside of the office enjoys film festivals, body surfing and cooking Italian food.