Education

Graduated from Sacramento State University with a bachelor's degree in business administration (accountancy).

Received licenses in the series 6 - investment company products/variable contracts representative and series 63 - uniform securities agent state law.

Overview

Prior to joining CLA, Jordan worked on the private client team for JPMorgan Chase, where he gained experience in business and finance management.

Now Jordan specializes in working with construction companies for tax and assurance work, while continuing to grow his expertise in the field.

Upcoming speaking engagements

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Resources and event materials

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