Jordan’s future was carved out for him at an early age, growing up in a household with a Dad who is a
CPA, attorney and stockbroker, and a Mom who was an accountant. He was always curious as a child.
His curiosity took over as he got older, and he started researching everything he could get his hands on.
While dually enrolled, Jordan graduated Jupiter High School at the same time as earning his Associate’s
Degree from Palm Beach State College. He continued on to Florida Atlantic University, graduating with
his Bachelor’s Degree in Accounting, from the FAU School of Business, at the age of 19. He is also a
partner with his father in their accounting firm.
Jordan currently holds his Series 7 and Series 66 registrations, as well as Life, Accident and Health
Back to permanently residing on Long Island, Jordan is excited to join American Investment Planners and
learn from their combined many years of expertise in financial planning. To better serve his clients,
Jordan is looking forward to furthering his education in hopes of obtaining the Certified Financial