Designations and Licenses

Jordan is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor®.

Experience and Education

Jordan provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jordan was a wealth advisor at EdgeRock Wealth Management, where he was responsible for meeting with prospective clients and making all investment and financial planning decisions. Before that, he was a manager with Innovest Portfolio Management working with public and private retirement and pension boards to help ensure they met their fiduciary duties.

Jordan has a bachelor’s degree from the University of Colorado Boulder.

Personal Interests

Away from the office, Jordan enjoys spending time with his wife and one-year-old son. He also likes to ski, golf and cheer on the Denver Broncos, Denver Nuggets and Colorado Avalanche.