ADVISOR BIO

Jordan Hight Overby is a financial advisor with Aspiriant, LLC based in San Francisco, CA. Jordan has been working in the financial services industry since 2013, having joined Aspiriant in 2013. Jordan holds a Certified Financial Planner designation and is registered as an Investment Advisor Representative in both California and Texas. Jordan specializes in providing financial advice to individuals, corporations, investment companies, and charitable organizations. Aspiriant, LLC is a firm that offers a wide range of financial services, including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Jordan Briley Oliver is an investment advisor representative at Equitable Advisors, LLC. Jordan has been in the financial services industry since August 2019. Jordan is registered with the state of California and Arizona. Jordan offers financial planning and portfolio management services to individuals and businesses. Jordan has earned their Series 7, Series 66, and SIE licenses. Jordan has a strong background in finance and a passion for helping clients achieve their financial goals.

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ADVISOR BIO

Jordan Leonard is a financial advisor who has been in the industry since 2019. Jordan is registered with the state of California and is currently employed by TIAA-CREF Individual & Institutional Services, LLC. Jordan has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jordan is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Jordan David Hubbs is an investment advisor representative at EP Wealth Advisors. Jordan is a registered investment advisor (IA) in California, with expertise in retirement planning, financial planning, and selection of other advisors. Jordan also provides tax preparation services. Jordan has been in the financial services industry since 2015. Previously, Jordan worked for Prosperitas Financial, LLC, Team Edge, Inc., J2 Global, Inc., The Tea Gardens, and Crossroads Community Church.

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ADVISOR BIO

Jordan Frank is a registered representative with Wells Fargo Clearing Services, LLC. Jordan has been in the industry since December 13, 2017, and holds the Series 66, SIE, and Series 7 licenses. Jordan provides investment consulting services to institutional clients, and specializes in portfolio management for individuals and businesses. Jordan also provides financial planning services.

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ADVISOR BIO

Jordan Collins is a financial advisor currently associated with NFP Retirement Inc. in Aliso Viejo, CA. Jordan Collins also has office locations in South Jordan, UT. Jordan Collins is a Certified Financial Planner™ professional. Jordan Collins has been in the industry since 2007. Jordan Collins holds the following licenses and certifications: Series 66, Series 31, Series 7, and SIE. Jordan Collins has previous experience with Purshe Kaplan Sterling Investments, MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Jordan Collins specializes in providing financial planning, portfolio management for individuals and selection of other advisors. Jordan Collins' firm also provides pension consulting and research reports on 401(k) plans / diligence on investment lineups.

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ADVISOR BIO

Jordan N. Justman is a financial advisor with Morgan Stanley. Jordan has been in the industry since December 2004 and is registered with FINRA as a General Securities Representative and a Registered Representative. Jordan holds licenses in 51 states. In addition to their current role, Jordan also has previous experience with J.P. MORGAN SECURITIES LLC.

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ADVISOR BIO

Jordan Taylor is a financial advisor with J.P. Morgan Securities LLC. Jordan has been a financial advisor since 2009 and has a broad range of experience, including providing financial planning, portfolio management, and investment advisory services. Jordan holds a Series 6, 7, 63, and 66 licenses, as well as the Securities Industry Essentials Examination (SIE).

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ADVISOR BIO

Jordan Christopher Butler is a financial advisor with J.P. Morgan Securities LLC. Jordan has been in the securities industry since August 14, 2017, and is registered in 53 states and the District of Columbia as a broker and in 2 states as an investment advisor. Jordan holds the Series 63, Series 7 and Series 65 licenses and the Securities Industry Essentials exam. Jordan also serves on the Board of Trustees of Westland School.

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ADVISOR BIO

Jordan Manuel Pacheco is a registered representative with LPL Financial LLC. Jordan is licensed in California. Jordan's areas of specialization include Retirement planning, College savings, Estate planning, Business succession planning, Insurance, and Annuities. Jordan has been in the industry since December 2022. Jordan currently works from the LPL Financial LLC office located in San Diego, CA and is registered to provide investment advice to clients in California. Jordan also works from a branch office in La Mesa, CA.

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