William Jordan Email & Phone Number
Chairman of the Board @ See Jane Go, Inc
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William Jordan Location
- United States
William Jordan Work
- Chairman of the Board @ (January 2016 - Present)
- Chief Executive Officer and Founder @ Wja Asset Management (November 2010 - June 2017)
- President and Financial Planner @ William Jordan Investments (August 2001 - June 2017)
- Co-Founder @ (January 2016 - April 2017)
- Financial Advisor Then President @ Sentinel Capital Management (June 2001 - January 2007)
- Financial Planner @ Mission Tax and Financial (September 1999 - June 2001)
- Financial Advisor @ Edward D Jones (January 1998 - September 1999)
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 United States, 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
Chairman of the Board
United States
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