Jordan Freund

Experience and education

Jordan provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Jordan served as an associate wealth advisor at Beacon Pointe Advisors, where she was responsible for the oversight, analysis and reporting of both public and private investments. She acted as the primary point of contact for designated clients, fostering trust through responsiveness, professionalism and tailored support. She also executed portfolio trades, rebalancing and allocation adjustments in alignment with client objectives and firm guidelines.

Before that, she worked as a senior investment associate at RBC Wealth Management. In that role, she built and maintained comprehensive financial plans to support progress toward client goals and assisted an advisor in managing client portfolios, including investment research, portfolio rebalancing and implementation.

Jordan has a bachelor’s degree in economics from California State University, Fullerton.

Personal interests

Away from the office, Jordan enjoys watching movies, playing tennis and paddleboarding.