Alex Jordan, Cfp®

Alex Jordan, Cfp® Email and Phone Number

Goal Planning | Financial Consultant | Wealth Management @ Cetera Advisor Networks LLC
Alex Jordan, Cfp®'s Location
Buffalo, New York, United States, United States
Alex Jordan, Cfp®'s Contact Details

Alex Jordan, Cfp® phone numbers

About Alex Jordan, Cfp®

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.Our firm understands the challenges families face today.From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.We are Directing Wealth with a Purpose!

Alex Jordan, Cfp®'s Current Company Details
Cetera Advisor Networks LLC

Cetera Advisor Networks Llc

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Goal Planning | Financial Consultant | Wealth Management
Alex Jordan, Cfp® Work Experience Details
  • Jordan Wealth Management
    Certified Financial Planner
    Jordan Wealth Management Jul 2021 - Present
  • Jordan Wealth Management
    Financial Advisor
    Jordan Wealth Management Apr 2016 - Present
    Assist Clients with Establishing and Identifying their Personal and Financial GoalsAnalyze and Interpret Client Data to Develop Unique Financial PlansImplement and Monitor the Clients Plan to Best Meet their Needs.
  • Cetera Advisor Networks Llc
    Financial Advisor
    Cetera Advisor Networks Llc Jan 2017 - Present
    El Segundo, Ca, Us
    Assist Clients with Establishing and Identifying their Personal and Financial GoalsAnalyze and Interpret Client Data to Develop Unique Financial PlansImplement and Monitor the Clients Plan to Best Meet their Needs.Jordan Wealth Management. 3635 Genesee Street Buffalo, NY 14225Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
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  • Resurgence Brewing Company
    Account Manager
    Resurgence Brewing Company May 2014 - Apr 2016
    Buffalo, New York, Us
    Manage wholesaler activities to ensure market share growth and positive brand recognitionOversee all On and Off-Premise account operations; including sales, customer service, wait staff education, product knowledge, and financesProduce sales growth through the development of client relationships within the local community and abroad. Consultant to owner/president on day-to-day operations as well as market strategy and future position
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  • Empire Rugby Conference
    Executive Board Member
    Empire Rugby Conference Jan 2014 - Feb 2015
    Coordinate Annual General Meeting and facilitate conference awareness through distribution of minutes and voting recordsCommunicate continuously with the executives in the conference on issues involving policy adherence and concernsPromote empire rugby conference and ensure future prosperity for incoming high school athletesInvestigate conference concerns and formulate solutions
  • Ep Jordan & Associates, Inc.
    Administrative Assistant
    Ep Jordan & Associates, Inc. Jun 2010 - Jun 2014
    Coordinated compliance monitoring activities and managed CRM systemsMaintenance of representative files; developed new electronic record keeping systemProduced marketing and solicitation campaigns for recruitment of representativesPrepared client performance reports, analysis, and cost basis
  • State University Of New York College At Brockport
    President Of Mens Rugby Club
    State University Of New York College At Brockport May 2012 - May 2013
    Brockport, Ny, Us
    Facilitated tasks and created committees for increased member participationCoordinated community service, marketing, and publicity eventsDeveloped new self-governance policies to ensure future efficiencyAchieved the status of Empire Rugby Conference Champions as well as a nationally ranked position; 17th among division I clubs
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Alex Jordan, Cfp® Skills

Public Speaking Leadership Time Management Social Networking Customer Service Event Planning Customer Satisfaction Management Social Media Marketing Event Management Recruiting Sports Management Business Strategy Training Public Relations Teamwork Series 7 Series 66

Alex Jordan, Cfp® Education Details

  • Suny Brockport
    Suny Brockport
    With Minor In Economics

Frequently Asked Questions about Alex Jordan, Cfp®

What company does Alex Jordan, Cfp® work for?

Alex Jordan, Cfp® works for Cetera Advisor Networks Llc

What is Alex Jordan, Cfp®'s role at the current company?

Alex Jordan, Cfp®'s current role is Goal Planning | Financial Consultant | Wealth Management.

What is Alex Jordan, Cfp®'s direct phone number?

Alex Jordan, Cfp®'s direct phone number is +171646*****

What schools did Alex Jordan, Cfp® attend?

Alex Jordan, Cfp® attended Suny Brockport.

What skills is Alex Jordan, Cfp® known for?

Alex Jordan, Cfp® has skills like Public Speaking, Leadership, Time Management, Social Networking, Customer Service, Event Planning, Customer Satisfaction, Management, Social Media, Marketing, Event Management, Recruiting.

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