Jordan Demott
Senior Financial Advisor @LPL Financial
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WORK HISTORY
Senior Financial Advisor @LPL Financial
Tempe, AZ, US
EDUCATION
Northern Arizona University
Bachelor of Science - BS, Finance, Certificates in Investments and Economics
Boulder Creek High School
High School Diploma
ABOUT JORDAN DEMOTT
As a Senior Financial Advisor at LPL Financial, I provide expert financial planning and investment strategies for individuals and families, focusing on long-term wealth growth and risk management. I have recently transitioned to this role, after working as a High Net Worth Consultant and an Orders Client Representative at Vanguard for three years. I hold the SIE, Series 7, and Series 66 certifications, and I have a Bachelor of Science in Finance from Northern Arizona University with certificates in Investments & Economics. I am passionate about helping people achieve their financial goals and empowering them with the best investment options and strategies. I strive to provide my clients with exceptional service and support.
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