"I serve a select group of individuals at the summit of their success, including professional athletes and entertainers with limited-duration careers, and business owners and executives with complex financial needs."
Valda Jordan

Valda Jordan

"I serve a select group of individuals at the summit of their success, including professional athletes and entertainers with limited-duration careers, and business owners and executives with complex financial needs."
About Valda Jordan

A bespoke wealth management approach built around your needs.

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Some clients are first-generation wealth creators experiencing financial independence for the first time and some are real estate investors who could benefit from diversification and liquidity management. Others are retiring and wish to transform their hard work into a legacy of which they can be proud. Regardless of my clients' life stage, I offer guidance on strategies that account for unexpected events and create life-long income streams that cannot be outlived. My clients count on me as their financial point person, helping them oversee the intricacies of their financial lives while they focus on the things they do best.
Partnering together, I take a holistic approach to wealth planning by getting to know you and seeking to understand your particular needs and aspirations. I go beneath the surface to understand your 'why'—the people that are important in your life and how you would like your wealth to impact your lifestyle, family, future generations and philanthropic desires. Using this information as a guide, I leverage J.P. Morgan's capabilities, award-winning research1 and specialist resources to help you plot a wealth plan in pursuit of your dreams.
Above all, I understand the importance of a trusted resource to find the strategies and approaches you seek. I go above and beyond the basics to assess all aspects of your financial picture, including blind spots you may not have considered. Ultimately, my mission is to create a pathway for you to live your best life.

Meet Our Team

Insights

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
Personalized guidance begins with a conversation.
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