Jordan Spohn
Financial Advisor @Edward Jones
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Edward Jones
EDUCATION
Ohio Northern University
Engineering
North Central College
Bachelor, Finance
Ohio University
Accounting
SKILLS
ABOUT JORDAN SPOHN
In 2009, I began my Edward Jones career as a financial advisor in Ohio. I relocated to Coconut Creek, FL, to continue serving clients with Edward Jones in 2014. Today, I serve around 100 families in Ohio and serve another 250 families in Coconut Creek and around the country. Primarily, I work with families in two areas: those who are nearing and in retirement and need to create an income strategy, or investors trying to balance saving for multiple goals like your children\'s education, retirement and life insurance. Having achieved the CFP® designation, I oversee the financial strategies of those having more sophisticated and complex needs. These include not only asset allocation and risk assessments of all your investment accounts and matching each investment to a goal, but also coordinating tax strategies, estate considerations, insurance needs and wealth transfer strategies. I can work closely with your tax and legal professionals to provide you with the necessary professional team to guide you through your planning. While most clients initially come to us for investment advice, each of my clients go through an established process that allows me to tailor solutions to help with their goals in four primary areas: organizing your finances, growing your money, protecting your wealth and eventually transferring what you have to those you love. I earned a bachelor\'s degree in finance from North Central College in Naperville, IL, while competing on the wrestling team that finished in the top 10 in the nation. Sports and travel are my passions. On Saturday and Sunday, you\'ll always find me watching the Ohio State Buckeyes and Cincinnati Bengals. Twice a year I travel the world to learn about cultures different from our own. So far, I\'ve seen wonderful places like Rio de Janeiro, Sydney, Dubai, Prague, Rome and Tanzania, with many more adventures to come. I\'ve been married to my lovely wife Cassandra five years. We have a 4 year old who was born on leap day in 2020 and in true Buckeye fashion her name is instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.