Summary
Overview
Work History
Education
Skills
Websites
Athletic Achievements
Certification
Networks
Timeline
Generic

JORDAN ZACKERY, CFP

Brandon,FL

Summary

Results-driven Financial Planner with expertise in client relationship management and portfolio oversight. Proven track record of developing tailored financial strategies that enhance asset growth while minimizing risk. Strong analytical skills and in-depth knowledge of investment strategies, tax regulations, and insurance products. Committed to ongoing professional development and adapting to market dynamics to deliver optimal client outcomes.

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/Brand Ambassador

Wealthmore
12.2023 - Current
  • Streamlined internal processes, enhancing efficiency and capacity for new clients without sacrificing service quality.
  • Promoted to Senior Wealth Advisor due to exceptional client relationship management.
  • Responded to client inquiries regarding individual financial plans and strategies.
  • Reviewed client accounts regularly to adjust financial plans based on economic changes or personal circumstances.

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
  • Directed relationship management for over 250 households with liquid assets ranging from $500k to $5MM.
  • Provided expert financial advice tailored to individual investment needs and objectives.
  • Formulated customized financial plans aimed at achieving client's financial aspirations.
  • Attained a retention rate exceeding 97%, securing $5 million in external assets.
  • Established 35 new client relationships, contributing positively to firm development.
  • Facilitated seven funded referrals, enhancing overall business growth.
  • Reviewed and optimized investment strategies to align with market conditions.

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, PA
05.2015

Skills

  • Series 66 license
  • FL 215 life and health insurance license
  • Investment strategy and portfolio management
  • Business development and relationship management
  • Retirement planning

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

Networks

  • Board member: Attollo Prep (Children Deserve a Chance Foundation)
  • NNC Club of Tampa; Founding Member
  • F&M football HOF member candidate
  • Partnership with Bush Ross, LLP
  • Founder of Altus Business Consulting Group

Timeline

Financial Planner

EY
11.2024 - Current

Wealth Advisor/Brand Ambassador

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

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