Financial Advisor
FINRA Series 7 with LPL Financial. Series 66 with LPL Financial and Global Retirement Partners.
Insurance License
Jordan Wertz is a Financial Advisor. He has worked at Retirement Plan Consultants since 2017 in various capacities. He graduated with a Bachelor of Science in Business Management with an emphasis in Marketing from the Marriott School of Management at Brigham Young University in 2017.
Jordan focuses on the wealth management side of Retirement Plan Consultants. His goal is to help clients reach their financial and retirement goals.
Experience
Jordan has been securities licensed since October of 2020. Jordan has met with hundreds of 401(k) participants, presented in many group education meetings, and created/implemented/monitored many retirement plans for clients. Jordan continues to meet with several 401(k) investment committees to discuss employee education focuses and goals.
Jordan loves being active and being outdoors. He enjoys snowmobiling, wake surfing, pickleball, and basketball. He participates in several races each year including Spartan and various trail races. He really enjoys a good meal and ice cream to top it off. Spending time with his family and being the favorite uncle is a priority of his.