Jordan serves clients in Gaithersburg, Airpark, Asbury, and
"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
Corporate Investment Strategies
Risk Management Strategies
Background, Education & Credentials
Executive Certificate in Financial Planning, Georgetown
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,
*Registrations held through LPL Financial.
*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.
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.