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Eugene Jordan, CFP®

Eugene Jordan, CFP®

Financial Advisor

Gene graduated in 1977 with an Associates in Applied Science from SUNY Environmental Science and Forestry. He then continued his studies at the University at Buffalo and graduated with a BS in Business Administration in 1978.

Gene originally worked for the Traveler's providing education, training , and support functions to Independent Insurance Agencies throughout Western New York. Later, Gene's role was expanded to consulting allowing local Agents bring comprehensive planning services to the clients they served.

In 1990 Gene decided it was time to take a leap and go out on his own just as Travelers was closing their Financial Services Operations doors. He formed his own company, EP Jordan & Associates, Inc., now known as Jordan Wealth Management to deliver Financial Services directly to clients throughout Western NY.

Gene holds his Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP) .  He is an Investment Advisor Representative and Registered Representative with Cetera Advisor Networks LLC, and has been in the financial services field since 1979, assisting individuals, Independent Insurance Agents and Financial Advisors.  He holds Series 6, 7, 22, 24,63 and 53 registrations, as well as Life/Health/Annuity licenses and is New York State Long Term Care Partnership Certified.