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Jordan began her career in financial services as an intern at a large Pittsburgh based firm in her junior year of college. Her ability to learn quickly, extreme attention to detail and impressive work ethic earned her a permanent position immediately upon graduation. She is thrilled to make the transition and bring her experience to EWA, LLC. and serve as our Investment Operations and Client Service Specialist.
Jordan graduated from Duquesne University with a B.S. in Business Administration, finance major and secondary major in mathematics where she also earned certificates in actuarial science and quantitative finance. In addition, she holds PA Life, Accident and Health, Series 7, Series 63, Series 65 and SIE licenses.
When she is not hard at work, Jordan enjoys shopping for and reading new books, working out, training Cross Fit and spending time with her friends and family. She loves the summer and soaking in the sun!
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
*See reference 1 and reference 2 for more information about the above-mentioned statistic.
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