Our Team
Jordan Pedron is the Vice President of Wealth Strategy, bringing a strong background in financial advisory and wealth management. With experience as a VP, Financial Advisor at Personal Capital and a Financial Advisor at Merrill Lynch Global Advisory, Jordan has honed expertise in investment strategy, portfolio management, and client-centered financial planning. He holds a B.B.A. in Economics from the University of Mississippi and an M.A. in Economics from the University of Memphis, equipping him with a deep understanding of economic trends and financial markets. When not helping clients, Jordan enjoys traveling to new places and all things outdoors including, but not limited to, kayaking, camping, and hiking our national parks.
2014
20-49 Employees
Fidelity Investments, Charles Schwab
Individual Investors, Businesses
Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Mutual Funds, Alternative Investments
Email, Phone, Our Office, Video Conference
Fee-Only
$500K+
Based on Assets
1055
1055
1,055
1,450,000,000
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.wiseradvisor.com/disclosure/1893351/wiseradvisor-claro-advisors-detailed-disclosure.html
