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Jordan Davan Location
Carmel, IN, US
Jordan Davan Work
Wealth Advisor @ (January 2025 - Present)
VP - Financial Consultant @ (June 2018 - January 2025)
Investment Consultant @ (March 2015 - June 2018)
Financial Specialist @ (September 2013 - March 2015)
Jordan Davan Education
Indiana University - Kelley School of Business
Bachelor of Science (Business; Marketing and Supply Chain Management)
2009-2013
Jordan Davan Skills
Strategy
Investments
401K Rollovers
Asset Allocation
Jordan Davan Summary
Jordan Davan, based in Carmel, IN, US, is currently a Wealth Advisor at Monon Wealth Management. Jordan Davan brings experience from previous roles at Charles Schwab. Jordan Davan holds a 2009 - 2013 Bachelor of Science in Business; Marketing and Supply Chain Management @ Indiana University - Kelley School of Business. With a robust skill set that includes Strategy, Investments, 401K Rollovers, Asset Allocation and more. Jordan Davan has 2 emails and 1 mobile phone numbers on RocketReach.
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