Jeffrey Jordan, CFP^®

Designations and Licenses

Jeffrey is a CERTIFIED FINANCIAL PLANNER® professional. He also holds licenses in Accident & Health or Sickness, Life, and Variable Life & Variable Annuities.

Experience and Education

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

Prior to joining Mariner, Jeffrey was wealth management advisor at TIAA, where he served as a primary advisor and financial planner to TIAA clients.

Jeffrey has a bachelor’s degree from Salisbury University.

Personal Interests

Away from the office, Jeffrey enjoys traveling, hiking and sports.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.