Jordan S. Priest, CFP®
Financial Advisor
Jordan S. Priest, CFP®, is a partner at our firm and a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. Jordan brings comprehensive expertise in securities, investment advisory services, and financial planning solutions. His guidance is frequently sought by individuals and families navigating complex financial decisions, including retirement planning, investment strategies, wealth management, and protection through life and health insurance.
Jordan holds both the Series 7 and Series 66 registrations with LPL Financial, enabling him to provide full-service investment advice and securities transactions. He is also a licensed Life and Disability Insurance Producer, qualified to offer tailored insurance solutions to meet clients' protection and legacy needs.