JORDAN ZACKERY
Tampa,Florida
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Planner
EY
11.2024 - Current
- Developed thorough financial plan including recommendations and supporting data.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
Wealth Advisor
Wealthmore
12.2023 - Current
- Streamlined internal processes for improved efficiency, resulting in increased capacity for new clients without compromising service quality.
- Promoted from Associate Wealth Advisor to Senior Wealth Advisor due to outstanding client relationship management skills.
- Answered clients' questions and inquiries in regard to individual financial plans and strategies.
- Frequently reviewed client accounts and plans to understand if economic changes or situational concerns necessitate changes in financial plans.
Financial Advisor
Craft Wealth Managment
01.2023 - 10.2023
- Relationship manager for households within the firm's private client group. 150 clients, ~$250MM AUM
- Reviewed investment strategy, along with creating financial plans to help clients achieve their financial goals.
- Walked clients through Roth conversions, SS analysis, and other key financial planning topics.
- Familiarized with MoneyGuidePro, Riskalyze, Orion, and financial planning software.
Investment Counselor, Private Client Group
Fisher Investments
06.2021 - 11.2022
- Relationship manager for 200+ households of $500k-$5MM in liquid investable assets.
- Reviewed investment strategy, along with creating financial plans to help clients achieve their financial goals.
- Achieved +97% client retention rate, 7 funded referral new client households, $5 million in new client outside assets obtained. Successfully established 35 new client relationships to the firm.
Associate, Investments
Sageworth Trust Company (Family Office)
01.2018 - 01.2021
- Current member of investment strategy team providing tailored investment management services for ultra-high net worth individuals ($25M+), corporations, & private foundations.
- Provided support to Senior Wealth Advisors to manage over 85 client households.
- Creation of ad-hoc client reporting and presentations.
- Management of multi-asset class investment strategy including various alternative investments (Private Equity, Direct Investments, etc.).
- Directly responsible for all trade execution, asset movement, new account opening, Reg 9 reviews, & portfolio rebalancing.
- Conducted proprietary research on ESG/SRI investments. Presented research and key considerations during client events to provide further education.
Analyst, Private Wealth Management
Merrill Lynch Wealth Management
01.2016 - 01.2018
- Acquired responsibility and managed $25 million of client assets alongside senior advisors, while increasing team revenue and client experience standard.
- Personalize strategic plans & complicated roadmaps for individuals that include debt management, cash management, insurance coverage, and investments.
- While getting acclimated to a new environment with new responsibilities, continued to stay sharp in core skills of accounting, market trends, and new philosophies taken to wealth management on my own time.
Analyst, Fixed Income Trading
PFM Asset Management, LLC
01.2015 - 01.2016
- Worked within a team of five (Portfolio Managers/Traders) to manage more than $30 billion in short-term money market securities.
- Executed trades via Bloomberg, TradeWeb, and Market Access.
- Conducted daily research, heuristically mixed in accounting, financial modeling, and excel principals of my own volition, on capital markets and the global market economy.
Education
Bachelor of Arts - Economics
Franklin & Marshall College
Lancaster, PA05.2015
Skills
- Investment planning
- Business development
- Relationship management
- Strategic financial planning
- Portfolio management
- Bloomberg Analytics
- Excel Financial Modeling
- Certified Financial Planner
- Series 7 & Series 66 license
Athletic Achievements
Franklin & Marshall College Football, Named 2013 D3football.com All-American, All-South Region, 3-time First Team All-Conference, Awarded F&M Scholar Athlete Profile 2014
Certification
CFP
Timeline
Financial Planner
EY
11.2024 - Current
Wealth Advisor
Wealthmore
12.2023 - Current
Financial Advisor
Craft Wealth Managment
01.2023 - 10.2023
Investment Counselor, Private Client Group
Fisher Investments
06.2021 - 11.2022
Associate, Investments
Sageworth Trust Company (Family Office)
01.2018 - 01.2021
Analyst, Private Wealth Management
Merrill Lynch Wealth Management
01.2016 - 01.2018
Analyst, Fixed Income Trading
PFM Asset Management, LLC
01.2015 - 01.2016
Bachelor of Arts - Economics
Franklin & Marshall College