First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP®

Verified by yext

Jordan Patterson joined First Command Financial Services as a Financial Advisor in May 2014. With a passion for helping individuals and families pursue their financial goals, Jordan combines knowledge and a client-focused approach to provide comprehensive, tailored financial strategies. A graduate of Pacific Lutheran University with a Bachelor of Business Administration degree, Jordan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, along with the Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations. He is also licensed in Series 7 and 66 securities, as well as life and health insurance in the state of Washington. Jordan’s knowledge spans a wide range of financial services, including: • Comprehensive Financial Planning • Investment Strategies • Retirement Income Planning • Education Funding Solutions • Asset Allocation and Management • Insurance Solutions • Risk Management • Estate Planning Jordan is deeply committed to building long-term, trusting relationships with clients, providing them with the guidance and insight needed to help them feel confident about their financial future. Outside of work, Jordan loves spending time with his wife, daughter, and extended family. He enjoys traveling and staying active through fitness hiking, cooking, and reading. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.