Jordan advises corporations, executives and individuals regarding a variety of corporate benefits and insurance related needs, challenges and opportunities. With a strong and deep educational and industry background in finance and accounting, Jordan sits on the same side of the table as the client to provide counsel on all aspects of the planning process from developing multi-year strategies, to the implementation process and continual monitoring of the selected plans. His ability to evaluate and analyze benefits and insurance plans from an economic perspective enhances his ability to successfully help our clients reach their goals.
Prior to working at JR KATZ, Jordan spent 8 years as an options trader at the Chicago Board of Options Exchange with Wolverine Trading. He has been able to utilize the skills and abilities honed in the fast paced world of options trading to address the needs of employers and executives. Jordan holds a BA in Finance from the University of Wisconsin-Madison. Additionally, Jordan is a licensed insurance advisor and holds several FINRA securities licenses. Jordan has been active in philanthropy for a number of years and currently sits on the board of American Jewish Committee, a global Jewish advocacy group.