Jordan Zackery, Wealth Advisor

Jordan Zackery is a CERTIFIED FINANCIAL PLANNER™ (CFP® ) at WealthMore. Jordan brings more than 10 years of experience to WealthMore having worked as an investment officer, investment counselor, and financial planner for other companies. 

He moderates WealthMore’s communities - #collegeplanning and #firstgenwealth.

Previously, Jordan founded Altus Group Business Consulting, a firm offering strategic and operational consulting services to small and medium-sized businesses in various industries. Jordan was also a senior financial advisor at Craft Wealth Management where he helps design and implement customized investment strategies, based on rigorous research and analysis of the financial markets, asset allocation, and risk management. 

Jordan is very passionate about entrepreneurship and innovation.  He provides comprehensive financial planning and advice, covering retirement, estate, tax, and insurance needs to help high-net individuals and families achieve their financial and wealth goals. He also educates his clients on financial matters and empowers his clients to make informed decisions to achieve their financial goals and secure their futures. 

Jordan holds a bachelor’s degree in economics from Franklin & Marshall College. He loves running, football, traveling, cooking, and spending time with family.