Jordan Shaw

Financial Advisor

Jordan Shaw is a Financial Advisor with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.  Committed to designing optimal paths for his clients to live their ideal lives, Jordan’s expertise focuses on multi-faceted, comprehensive financial planning, retirement planning, tax and estate planning and investment management.

He is a member of Wescott’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.

Prior to joining Wescott, Jordan was a Financial Planner at Asset Planning Services, Ltd. (APS), supporting client relationships in the financial planning process, as well as providing ongoing client services.  He began his career with APS as a Wealth Management Project Specialist.  Jordan also held roles as a Client Service Representative and Financial Paraplanner.

A graduate of Liberty University, Jordan earned his Bachelor of Science in Business Administration/Financial Planning.  He is a Certified Financial Planner™ (CFP®).

Jordan resides in Schwenksville, Pennsylvania, with his wife, Bonnie Jean.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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