Jordan Howard
Private Wealth Advisor | CFP®, CPWA®, CDFA®, AAMS™, MBA
With over seven years of experience in the financial advisory industry, Jordan Howard is a dedicated Private Wealth Advisor at Ironbridge. He brings a wealth of knowledge and expertise in investment management, tax planning, estate planning, and retirement planning, specializing in serving young professionals, coaches, and athletes.
Professional Background
Jordan began his career at Edward Jones, where he held various positions, including Compliance Lead, Field Trainer, and Mentor. His commitment to professional development and client service has been recognized throughout his career, leading to his current role at Ironbridge, where he leverages his skills and experience to help clients achieve their financial goals.
Education
Jordan holds a Bachelor of Business Administration in Human Resource Management from Baylor University, a Master of Science in Education with a focus on Sport Management, and a Master of Business Administration in Management from Mary Hardin-Baylor. His diverse educational background provides him with a unique perspective on financial planning, particularly for clients in the sports industry.
Professional Philosophy
Jordan believes in simplifying the investing process for his clients, ensuring they fully understand their financial plans and the steps needed to achieve their objectives. His approach is rooted in honesty and open communication, fostering strong, lasting relationships with his clients. What sets Jordan apart is his commitment to getting to know his clients personally before discussing investment strategies or solutions.
Community Involvement and Personal Interests
Outside of his professional life, Jordan enjoys sports, hunting, fishing, and spending time with his family. He is a member of several professional organizations, including the CFP Board and the Investments & Wealth Institute (IWI), reflecting his commitment to ongoing professional development and excellence in financial planning.
Guiding Principles
Jordan is guided by a philosophy of integrity and transparency, which is evident in his approach to client relationships and financial planning. His dedication to making a positive impact on his clients' financial well-being is the cornerstone of his practice.