Jordan joined Soltis in 2022 and currently is a Financial Advisor for high-net worth individuals and families in the Southern region. He is responsible for customized investment portfolios and comprehensive financial planning to help clients achieve their life goals.
A graduate of Elmhurst University in the Greater Chicago Area, Jordan accredited a Bachelor’s degree in Finance while also playing collegiate golf. Prior to Soltis, Jordan spent time at financial firms such as Northern Trust and Captrust Financial Advisors servicing clients and constructing discretionary portfolios. He is a current license holder of the Series 7 and 65.
Now based in the Dallas-Fort Worth Metroplex, the majority of Jordan’s free time is spent doing one of his many hobbies. These include the likes of playing golf, working out, and hunting.