Wealth Advisor Associate
Jordan enjoys working alongside clients to provide clarity when dealing with the financial management and investing challenges most people find complex and confusing. He loves being able to help people regarding their finances by offering support that they need. Jordan joined EP Wealth Advisors in July of 2023.
Prior to EP Wealth, Jordan served as an Investment Advisor at Prosperitas Financial, focusing on comprehensive financial planning and investment management.
Jordan has a B.S. in Finance & Management from The Master’s University, and holds a FINRA Series 65 License.
In his out-of-the-office life, Jordan loves spending time with his amazing wife, Courtney, as well as working out, surfing, hiking and enjoying just about anything active or outside. He’s involved with his local church, most often playing drums for the worship services. And although Jordan is 6'4", he doesn’t play basketball. But he’s pleased to report that “the weather is just fine up here!”
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