Financial Advisor Orange County
Financial Planner Orange County
Jordan began his investment industry career in 2015 and joined Wealth Management Strategies of Equitable Advisors in 2022. Prior to becoming a Financial Advisor Associate, he worked in the wine industry as a wine importer. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Jordan graduated with B.A. in Economics from University of California – San Diego. Taking a conservative approach, he works collaboratively with the team to provide comprehensive, tax-efficient wealth management strategies to clients and prides himself on building deep relationships with the families he serves.
Jordan has been married to his wife, Brittney, since 2016. They reside in Huntington Beach with their two children. Jordan and Brittney enjoy the beach lifestyle – scuba diving, surfing, and walking the local dog beach.
(714) 725-9129 Cell
Wealth Management Strategies of Equitable Advisors
(949) 833-5773 Ofc
2050 Main St.
Suite 520 Irvine, CA 92614
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Today Jordan Eden, our Financial Advisor, discussed the tax consequences of investments for Business Owners and Individuals based on their investment strategies. If you would like to do a reality check on your portfolio, especially considering today’s volatile market, give Jordan a call. Jordan offers the following wealth management services for clients in Orange County,…
Jordan Eden, our Financial Advisor, talks about his approach to investing for individuals and business owners. Jordan has a comprehensive approach to safely grow your assets, handle transitions and retire comfortably. You can reach Jordan at (949) 833-5773. Jordan Eden (714) 725-9129 Cell Wealth Management Strategies of Equitable Advisors 949-833-5773 Ofc firstname.lastname@example.org 2050 Main St.…