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Jordan Eggleston Email & Phone Number
Senior Operations Specialist
at
Carson Wealth
1 work email found
@brownadvisory.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Operations Specialist
Location
Virginia Beach, Virginia, United States
Company size
Who is Jordan Eggleston? Overview
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Quick answer
Jordan Eggleston is listed as Senior Operations Specialist at Carson Wealth, a with 284 employees, based in Virginia Beach, Virginia, United States. AeroLeads shows a work email signal at brownadvisory.com and a matched LinkedIn profile for Jordan Eggleston.
Jordan Eggleston previously worked as Client Services Manager at Carson Wealth and Private Client Relationship Associate at Brown Advisory. Jordan Eggleston holds Bachelor Of Science - Bs, Finance, Cfp® Certification Education Option, Senior from Virginia Polytechnic Institute And State University - Pamplin College Of Business.
Company email context
Email format at Carson Wealth
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{first_initial}{last}@brownadvisory.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jordan Eggleston. Compare company email patterns before reaching out.
Profile bio
About Jordan Eggleston
Currently, I support Carson Wealth as a Client Services Manger. In my Operations Vertical, we work closely with financial advisors and other team members to onboard and execute financial plans efficiently and continually enhance internal processes. I am a proud Virginia Tech Alumni, that earned my Bachelor of Science degree in Finance with a concentration in Certified Financial Planning Education. Currently, I'm studying for the July 2024 CFP Exam, aiming to expand expertise and bring even more value to my team and clients. Outside of the office, you will find me in the sunshine and by the ocean. At any given moment, my faithful rescue dog, Bear, is probably right by my side. I spend much of my social time perfecting my golf swing, gardening on my balcony, biking down the boardwalk, or engrossed with my latest novel. Also, I am a big fan of NCAA basketball, with an excessive bias towards the Virginia Tech Hokies and Richmond Spiders.
Listed skills include Swimming, Microsoft Office, Microsoft Excel, Public Speaking, and 9 others.
Current workplace
Jordan Eggleston's current company
Company context helps verify the profile and gives searchers a useful next step.
Carson Wealth
10 roles
Jordan Eggleston work experience
A career timeline built from the work history available for this profile.
Client Services Manager
Current
Feb 2024 - Present
Private Client Relationship Associate
Jan 2020 - Feb 2024
Client Service Intern
May 2019 - Aug 2019
Campus Lead
Aug 2017 - May 2019
Assistant Swim Coach
May 2017 - Aug 2017
Cashier
Feb 2017 - Jul 2017
Dispatcher/Cashier
Sep 2016 - Feb 2017
Head Swim Coach
Queensmill Swim Team
May 2013 - Aug 2016
Nanny
Family Down The Street
Sep 2012 - Aug 2016
Team & coworkers
Colleagues at Carson Wealth
Other employees you can reach at carsonwealth.com. View company contacts for 284 employees →
CD
Cole David
Colleague at Carson WealthSouthlake, Texas, United States
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JE
Justin Ehle, Cfp®, Clu®
Colleague at Carson WealthAmarillo, Texas, United States
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TW
Tray Wiltse
Colleague at Carson WealthLeawood, Kansas, United States
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K(
Kate (Squires) Bauer
Colleague at Carson WealthPalatine, Illinois, United States
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TS
Teresa Sanders
Colleague at Carson WealthDenver, Colorado, United States
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KO
Kevin Oleszewski Cfp®, Mst, Ea
Colleague at Carson WealthGreater Philadelphia, United States
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CA
Craig Anderson
Colleague at Carson WealthAurora, Illinois, United States
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ZD
Zach Delisi
Colleague at Carson WealthMooresville, North Carolina, United States
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SH
Shannon Herrell, Cfp®
Colleague at Carson WealthLeawood, Kansas, United States
View →
MA
Mark Anleitner, Cfp®, Mba
Colleague at Carson WealthValparaiso, Indiana, United States
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Cole David
Colleague at Carson WealthSouthlake, Texas, United States
View →
JE
Justin Ehle, Cfp®, Clu®
Colleague at Carson WealthAmarillo, Texas, United States
View →
TW
Tray Wiltse
Colleague at Carson WealthLeawood, Kansas, United States
View →
K(
Kate (Squires) Bauer
Colleague at Carson WealthPalatine, Illinois, United States
View →
TS
Teresa Sanders
Colleague at Carson WealthDenver, Colorado, United States
View →
KO
Kevin Oleszewski Cfp®, Mst, Ea
Colleague at Carson WealthGreater Philadelphia, United States
View →
CA
Craig Anderson
Colleague at Carson WealthAurora, Illinois, United States
View →
ZD
Zach Delisi
Colleague at Carson WealthMooresville, North Carolina, United States
View →
SH
Shannon Herrell, Cfp®
Colleague at Carson WealthLeawood, Kansas, United States
View →
MA
Mark Anleitner, Cfp®, Mba
Colleague at Carson WealthValparaiso, Indiana, United States
View →
2 education records
Jordan Eggleston education
Bachelor Of Science - Bs, Finance, Cfp® Certification Education Option, Senior
High School, Advanced Legal Research/Studies, General
Monacan High School
FAQ
Frequently asked questions about Jordan Eggleston
Quick answers generated from the profile data available on this page.
What company does Jordan Eggleston work for?
Jordan Eggleston works for Carson Wealth.
What is Jordan Eggleston's role at Carson Wealth?
Jordan Eggleston is listed as Senior Operations Specialist at Carson Wealth.
What is Jordan Eggleston's email address?
AeroLeads has found 1 work email signal at @brownadvisory.com for Jordan Eggleston at Carson Wealth.
Where is Jordan Eggleston based?
Jordan Eggleston is based in Virginia Beach, Virginia, United States while working with Carson Wealth.
What companies has Jordan Eggleston worked for?
Jordan Eggleston has worked for Carson Wealth, Brown Advisory, Joyrun, Inc, The Country Club Of Virginia, and Food Lion.
Who are Jordan Eggleston's colleagues at Carson Wealth?
Jordan Eggleston's colleagues at Carson Wealth include Cole David, Justin Ehle, Cfp®, Clu®, Tray Wiltse, Kate (Squires) Bauer, and Teresa Sanders.
How can I contact Jordan Eggleston?
You can use AeroLeads to view verified contact signals for Jordan Eggleston at Carson Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jordan Eggleston attend?
Jordan Eggleston holds Bachelor Of Science - Bs, Finance, Cfp® Certification Education Option, Senior from Virginia Polytechnic Institute And State University - Pamplin College Of Business.
What skills is Jordan Eggleston known for?
Jordan Eggleston is listed with skills including Swimming, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Microsoft Word, Powerpoint, and Social Media.
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