Alex Jordan
Financial Advisor - Helping Clients Reach Their Financial Goals
- Role
- Associate Financial Planner at Edelman Financial Engines
- Location
- Fairfax, VA, US
- LinkedIn followers
- 500 followers
About Alex Jordan
I help people make confident decisions about their money through clear communication and thoughtful planning.My background is in communications and business ownership. I previously owned and operated an insurance agency where I built long term client relationships and maintained a 90% retention rate. Growing that business taught me that trust, consistency, and education matter just as much as strategy.As a financial planner, I focus on simplifying complex financial topics so clients actually understand their options and feel confident moving forward. I believe the best plans are built through honest conversations, consistent follow up, and a genuine interest in helping people reach their goals.I am energized by long term relationships purposeful work and the opportunity to make a real impact in people’s financial lives.
Experience
Associate Financial Planner
Jan 2026 — Present · Fairfax, VA, US
Education
George Mason University
BA
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