Jordan Frank

About Jordan Frank

As a Financial Advisor, I help my clients achieve their investment goals through setting up an investment plan and providing them with the resources they need to help achieve those goals. After my clients\' investment plans are in place, we work together to monitor and rebalance the plans in accordance with their changing life stages. Outside of work, I enjoy spending time with my family and friends, traveling, and experiencing what the world has to offer. Please contact me by e-mail J••••••••@wellsfargoadvisors.com or by phone 94••••••76. This information is intended for use by residents of AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, and WY only.CA Insurance License Number: 0I38868. Resident State: and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Vice President- Investments

   Wells Fargo Advisors

   Oct 2017 — Present · Newport Beach, CA, US

   Newport Beach, CA

Education

• California Polytechnic State University-San Luis Obispo

  BS

  2008 — 2012

Skills

• Business Development
• Sales
• Marketing
• Investments
• Program Management
• Management
• Proposal Writing
• Salesforce.com
• Payroll Services
• New Business Development
• Sales Management
• Time Management
• Customer Service
• Microsoft Office