Jordan Sisson

Wealth Advisor

Philadelphia-Exton, Pennsylvania

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Jordan’s clients include self-made individuals, dual-income families and small business owners, with typical account values over $500k. Their life stages vary and their ages range between 24 and 70. Helping these clients pursue their financial goals and establishing the path to get them there is one of Jordan’s greatest joys. He’s inspired by the opportunity to establish meaningful relationships with his clients, and to understand their life passions and aspirations. Jordan strives to provide them with a strategic and supportive partner at every stage of the investing and financial planning process. This includes being laser focused on the aspects of customer care that earn loyalty from existing clients and generate interest from prospective ones.
Previously, Jordan was a Client Success Advisor at Warren Financial when the firm became part of the EP Wealth family in 2022. Jordan entered the financial services industry shortly after graduating from college and had nearly two years of experience when he joined EP Wealth Advisors.
Jordan holds a Bachelor of Business Administration degree from Eastern University and his Series 65 investment adviser license.
While still in school, Jordan participated in Eastern University’s 2019 Shark Tank competition. In the same semester, he also filed a patent for a product he designed that targets the archery industry. Jordan considers himself an outdoorsman, whether he’s on the golf course, hunting, fishing, hiking, or heading for the park with his dog, Gracie.