Co-Founder, President, & COO
Jordan began his career at J.P. Morgan as a banker in the Private Bank.
During his 9 years at JPMorgan, Jordan advised high net worth individuals, family offices, executives, hedge fund principals and sophisticated entrepreneurs across the pillars of banking, investing, lending, estate planning and philanthropy.
Jordan graduated from Texas State University with a Finance degree. He began his collegiate career at The University of Texas at El Paso, where he was a scholarship athlete on the golf team.
Jordan is a licensed Mortgage Loan Originator (MLO). He formerly held Series 63 and 7 licenses while at J.P. Morgan.‹ Back to About Zippy
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