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Jordan Chambers
Business Consultant Managed Assets @D.A. Davidson Companies
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WORK HISTORY
Business Consultant Managed Assets @D.A. Davidson Companies
Tempe, AZ, US
As a Managed Assets Business Consultant at D.A. Davidson, I serve as a key liaison between the Wealth Management Advisor Solutions Team (AST) and Financial Professionals. My role focuses on providing expert consulting and portfolio advice while driving awareness of the firm’s investing platforms.Responsibilities:• Deliver tailored portfolio analysis and holistic support to financial advisors.• Educate advisors on integrating alternatives and structured products into client asset allocation strategies.• Develop and present proactive training sessions, both virtually and in-person, across D.A. Davidson branches.• Lead the department’s Rep-as-PM Advisory Council, guiding model reviews and best practices.• Collaborate with research, compliance, and supervision teams to enhance the delivery of investment solutions.• Represent the AST team at conferences, contributing to thought leadership and strategic initiatives.
EDUCATION
Arizona State University
Economics
SKILLS
ABOUT JORDAN CHAMBERS
With over 10 years of experience in the financial and investment consulting industry, I\'ve built a proven track record delivering tailored portfolio analysis and holistic support to financial advisors and institutional partnerships. At D.A. Davidson, I lead the department’s Rep-as-PM Advisory Council, guiding model reviews and ensuring the highest standards of quality, acumen, and compliance. My goal is to help financial professionals grow their businesses and achieve their goals through effective practice management, investment strategy, and portfolio optimization.Outside of work, I am passionate about exploring this world - especially parts less known, and finding ways to elevate my community. I volunteer regularly with organizations such as St. Mary’s Food Bank, JA BizTown, The Shelter for Battered Women and Children, Run3D, and Iron Man Races. Originally from Southern California, my love of adventure keeps me grounded (most of the time) and centers around travel, backpacking, the racetrack, and canyoneering. Currently residing in Tempe, AZ, I am committed to continuous development and contributing to innovative ideas that support my team’s success and make a positive impact in the industry and world.
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