Jordan Freund
Associate Wealth Advisor

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Jordan is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, she worked in wealth management for over eight years and comes with experience in both alternative investments and investment analysis. Jordan earned her Bachelor of Arts degree in Economics from California State University, Fullerton, where she was a member of the Women in Business Leadership Program and the International Economics Honor Society. In her spare time, Jordan enjoys going to film festivals, swimming, and attending concerts.