JR Katz

Jordan Pockross *

Jordan's primary focus is assisting with the design and implementation of wealth transfer tools. His financial acumen allows him to assess the economics of sophisticated planning techniques. Jordan also is closely involved with the evaluation of life insurance and group benefit products, as well as the fostering of client relationships.

Jordan brings a fresh perspective to the field of life insurance and wealth transfer. Prior to working at JR Katz, he spent 7 years as an options trader at the Chicago Board of Options exchange with Wolverine Trading LP. He is able to utilize the skills and abilities honed in the fast paced world of options trading to address the needs of successful entrepreneurs. He holds a BA from the University of Wisconsin-Madison.

* Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered by Christine Griffith, through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. JR Katz is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.

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