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As Senior Wealth Strategist, Jordon is responsible for the end-to-end new client process at Northern Trust. Most often, Jordon meets a potential client during a financially disruptive life event, such as business sale, divorce, inheritance, real estate sale, exiting, executive comp, IPO, recap, ESOP, etc. In these settings, he helps outline how others in similar situations approach the event, as well as providing advice specific to the facts & circumstances.
Jordon also manages client relationships as their “first call” when Northern might be of assistance. Finally, as a former lender/banker at Northern Trust, Jordon has deep expertise in full-balance-sheet and cap table analysis. Jordon is Series 7 & 63 licensed in addition to various industry credentials.
He is on the Board of Directors for Seattle’s chapter of Summer Search, a nonprofit dedicated to helping low income teens attend and thrive in college, and he is on the national Board of Directors for the USA Homeownership Foundation. A VFW member, he also is very active in volunteering for veterans support groups and is the youngest US Naval Academy board trustee.