Jordan Kraus, CFP®

Vice President
Sandy Spring Wealth Management
LPL Financial Advisor

Phone: 800-399-5919 ext. 6321
Fax: 301-260-3666
email: jkraus@sandyspringwm.com

Jordan serves clients in Gaithersburg, Airpark, Asbury, and Montgomery Village.

"My mission is to build long-term relationships with my clients to assist in achieving their financial objectives. Through the development of personalized strategies, I strive to accumulate and preserve the wealth of my clientele."

Areas of Focus

  • Wealth Accumulation and Preservation
  • Retirement Planning Strategies
  • College Planning
  • Corporate Investment Strategies
  • Risk Management Strategies

 

 

 

Background, Education & Credentials

  • Executive Certificate in Financial Planning, Georgetown University
  • Series 7 General Securities Registration
  • Series 66 Uniform Combined State Law Registration*
  • Series 7 General Securities Registration*
  • Maryland Life & Health Insurance Licenses
  • Bachelor of Arts in Political Science from Syracuse University, Syracuse, NY
*Registrations held through LPL Financial.

 

Sandy Spring Wealth Management

*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*

Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and not affiliated with LPL Financial.
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This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 

 

 

 

 

 

 

 

 

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