Jordan began his career in European equity research, gaining a foundation in institutional market analysis. Following a transition to private wealth management in Washington, D.C., he joined Acorn, where he leverages his background in brokerage and advisory services to develop comprehensive wealth strategies for clients.
A graduate of Lehigh University with a degree in Finance, Jordan also competed for the Lehigh baseball team, an experience that reinforced the discipline and work ethic he brings to his profession.
Originally from Westchester, NY, Jordan now resides in Vienna, VA, with his wife and two children. Outside of the office, he remains an avid golfer and skier, and enjoys spending time with his family.
If you had to summarize your approach to wealth management in just three words, what would they be?
Personalized. Proactive. Prudent.
What is a book (fiction or non-fiction) that you find yourself recommending to friends and family over and over again?
Shantaram
If you had a completely free, uninterrupted Saturday, where are you most likely to be found and how are you spending it?
I’m likely loading the family into the car for a quick getaway. We love exploring the ‘hidden gems’ around Virginia.
What was your very first job, and what humbling or valuable lesson did it teach you?
I spent my first working summers volunteering at a hospital. It provided a foundational lesson in empathy and clear communication.
Are you a dog person, a cat person?
Dog person.

