ADVISOR BIO

Jordan Lee Heaps is a financial advisor working with The Kelly Group. Jordan has been in the financial services industry since 2015. Jordan specializes in working with high net worth individuals and families, as well as providing retirement planning and investment management services. Jordan is also a certified financial planner and has a Series 7 and Series 65 license.

SPECIALIZATIONS

ADVISOR BIO

Jordan Daugherty is a financial advisor with Financial Services Advisory, Inc. Jordan has been in the financial services industry since 2018. Jordan's expertise includes financial planning, portfolio management for individuals and businesses. Jordan is a Chartered Financial Analyst and holds a Series 7, Series 66 and SIE license. Prior to joining Financial Services Advisory, Inc., Jordan worked at Madison Avenue Securities, LLC and H. Beck, Inc.

SPECIALIZATIONS

ADVISOR BIO

Jordan Schmucher Wilson is a financial advisor with Blueprint Wealth Management Inc. Jordan Wilson is a Certified Financial Planner with over 10 years of experience in the financial industry. Jordan Wilson has worked at Kalos Capital, Inc., and Steven M. Molesky and Associates prior to joining Blueprint Wealth Management Inc.

SPECIALIZATIONS

ADVISOR BIO

Jordan Toepel is a financial advisor at Edward Jones. Jordan has over 14 years of experience in the financial services industry. Jordan holds a Series 7, Series 63, and Series 65 license and is registered with the state of Maryland. Jordan is also a registered representative of Edward Jones. Jordan specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Jordan is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jordan Wells Fisher is a registered representative with Morgan Stanley & Co. LLC. Jordan has been in the industry since 2012 and has passed the Series 6, 63, SIE, and 99TO exams. Jordan is currently registered with FINRA and has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Jordan Tyler McLain is a financial advisor with T. Rowe Price Associates, Inc. Jordan has been in the financial services industry since 2016, and is registered to offer investment advice in 53 states and the District of Columbia. Jordan holds Series 6, 7, 63, and 66 licenses. Jordan specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jordan is also registered as an investment advisor representative with T. Rowe Price Associates, Inc.

SPECIALIZATIONS

ADVISOR BIO

Jordan Smith is a financial advisor with LPL Financial LLC. Jordan has been in the industry since May 2018 and is registered with both the state of Maryland and FINRA. Jordan is a Certified Financial Planner and offers a variety of financial planning services to individuals, businesses and other clients. Jordan is based out of Rockville, Maryland and is dedicated to helping their clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jordan McFarland is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Rockville, MD. Jordan is a registered representative in Maryland, Texas, and Virginia. Jordan has a Series 7TO, Series 66, and SIE licenses. Jordan has been in the financial services industry since 2020. Jordan's expertise includes financial planning, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Jordan Ray Taylor is a financial advisor with Founders Financial Securities LLC. Jordan has been in the financial services industry for over a decade and is licensed to sell securities in Maryland and Texas. Jordan is a Certified Financial Planner and has extensive experience in financial planning, portfolio management, and investment advisory services. Jordan works with a variety of clients, including individuals, families, businesses, and charitable organizations. Jordan is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jordan Monds is an investment advisor representative with Fidelity Personal And Workplace Advisors. Jordan has been in the industry since 2022. Jordan is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (RA). Jordan holds the following licenses: Series 66, Series 7TO, and SIE. Jordan is registered in the following states: California, Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania, Texas, and Virginia. Jordan is a specialist in financial planning, portfolio management for businesses and individuals, educational seminars, and selection of other advisors.

SPECIALIZATIONS