Summary
Overview
Work History
Education
Skills
Certification
Awards
Timeline
Generic

Jordan King

Sidney,OH

Summary

Licensed financial professional with over 5 years of experience in banking and client relationship management. Proven success in advising clients on financial solutions, growing assets under management, and cross-selling banking products. Holds Series 6, 63, SIE, and NMLS certifications. U.S. Army veteran known for discipline, leadership, and problem-solving under pressure. Committed to delivering holistic wealth planning and cultivating long-term client relationships with integrity and care. Seeking to grow as a trusted Financial Advisor within the JPMorgan Wealth Management division.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase & Co.
10.2022 - Current
  • Serve as a trusted financial partner, delivering tailored banking and investment solutions to individual and small business clients.
  • Consistently exceed performance metrics in sales and customer satisfaction.
  • Conduct needs-based consultations, identify wealth opportunities, and present investment product recommendations.
  • Maintain compliance with federal financial regulations and complete licensing through NMLS.
  • Passed Series 6, Series 63, and SIE exams as part of advisor readiness.
  • Partner cross-functionally with financial advisors to provide seamless client experience.

Owner / Operator

Mobile Coffee Business
04.2021 - 10.2022
  • Co-founded and managed a mobile coffee enterprise, overseeing all aspects of operations including budgeting, inventory, marketing, and daily client engagement.
  • Delivered consistent, high-quality customer service, building a loyal client base and increasing repeat transactions through personalized relationship management.
  • Applied financial acumen to track revenue, manage expenses, and optimize profitability, ensuring sustainable operations and strategic growth.
  • Navigated dynamic environments with adaptability and poise, meeting shifting customer needs while maintaining service excellence.
  • Cultivated consultative communication skills through hundreds of personal interactions, reinforcing trust, brand loyalty, and client satisfaction.

Personal Banker I & II

Fifth Third Bank
07.2018 - 04.2021
  • Built and managed a book of business by identifying client goals and offering appropriate savings, lending, and investment products.
  • Delivered high-quality consultations and financial education to customers at varying stages of their financial journey.
  • Achieved top performance in cross-selling ratios and customer engagement metrics.

Diesel Vehicle & Heavy Equipment Mechanic

United States Army
09.2014 - 03.2018
  • Led critical maintenance operations and resolved complex mechanical failures under mission-critical timelines.
  • Supervised team operations, mentored junior soldiers, and ensured safe and effective service delivery.
  • Recognized with multiple awards for excellence, conduct, and leadership.
  • Honed work ethic, discipline, and leadership under high-stress environments.

Education

High School Diploma -

North Babylon High School
North Babylon, NY
06.2013

Bachelor's degree - Finance with a concentration in financial planning

Southern New Hampshire University
Manchester, NH
05-2026

Skills

  • Wealth Management & Investment Strategy
  • Relationship Building & Client Retention
  • Financial Needs Analysis
  • Sales Presentations & Cross-Selling
  • Compliance & Regulatory Knowledge (FINRA, NMLS)
  • Retirement & Education Planning Solutions
  • Client acquisition
  • Mutual funds
  • Annuities

Certification

  • FINRA SIE
  • Series 6
  • Series 63
  • Life and Health

Awards

Army Achievement Medal (3), Good Conduct Medal (1)

Timeline

Private Client Banker

JPMorgan Chase & Co.
10.2022 - Current

Owner / Operator

Mobile Coffee Business
04.2021 - 10.2022

Personal Banker I & II

Fifth Third Bank
07.2018 - 04.2021

Diesel Vehicle & Heavy Equipment Mechanic

United States Army
09.2014 - 03.2018

High School Diploma -

North Babylon High School

Bachelor's degree - Finance with a concentration in financial planning

Southern New Hampshire University

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