William Jordan Email & Phone Number
Chairman of the Board @ See Jane Go, Inc
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William Jordan Location
- San Juan Capistrano, CA, US
William Jordan Work
- 2016 -now Chairman of the Board @
- 2010 -2017 Chief Executive Officer and Founder @ Wja Asset Management
- 2001 -2017 President and Financial Planner @ William Jordan Investments
- 2016 -2017 Co-Founder @
- 2001 -2007 Financial Advisor Then President @ Sentinel Capital Management
- 1999 -2001 Financial Planner @ Mission Tax and Financial
- 1998 -1999 Financial Advisor @ Edward D Jones
William Jordan Skills
- Financial Planning
- Wealth Management
- Investments
- Business Strategy
- Retirement Planning
- Strategic Financial Planning
- Wealth Management Services
- Retirement
- Management
- Public Speaking
- Investment Advisory
- Securities
- Asset Allocation
- Portfolio Management
- Series 7
- Strategy
- Fixed Annuities
- Estate Planning
- Financial Advisory
- Small Business
- Finance
- Mortgage Lending
- Asset Management
- Strategic Planning
- Financial Services
- Employee Benefits
- Financial Planners
- Personal Finance
- Wealth
- Term Life Insurance
- Life Insurance
- Long-term Care
- Pensions
- Equities
- Risk Management
- Loans
- ETFs
- FINRA
- High Net Worth Individuals
- Mutual Funds
- Insurance
- Real Estate
- Investment Management
- Alternative Investments
- Investment Strategies
- Series 63
- IRAs
- 401k
- Series 65
- Financial Analysis
- High Net Worth
- Long Term Care
- Strategic Financial
William Jordan Summary
- William Jordan, based in San Juan Capistrano, CA, US, is currently a Chairman of the Board at See Jane Go, Inc. William Jordan brings experience from previous roles at Wja Asset Management, William Jordan Investments, See Jane Go, Inc and Sentinel Capital Management. With a robust skill set that includes Financial Planning, Wealth Management, Investments, Business Strategy, Retirement Planning and more.
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William Jordan
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