Jordan Wagner
Wealth Management Product Specialist
- Role
- Wealth Management Product Specialist at Park Avenue Wealth Management
- Location
- Bethlehem, PA, US
- LinkedIn followers
- 500 followers
About Jordan Wagner
I’m a highly motivated and driven finance professional with a passion for helping people achieve their financial goals and build a brighter future. I began my career in banking with JP Morgan Chase off Wall street. I evolved to become a top-performing private banker, gaining invaluable experience dealing with ultra high net worth clientele. Over time, I expanded my expertise across various roles, including management, analyst roles, real estate, lending and wealth management advising.These experiences have given me a deep understanding of financial foundations and relationship management, allowing me to make a real, lasting impact in my current role as a WMPS coaching advisors.
Experience
Wealth Management Product Specialist
Mar 2025 — Present
Education
City University of New York-College of Staten Island
Bachelor's degree, Business Finance
2013 — 2017
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