Tyler Jordan
Registered Staff of Jim Fortune
Services:
- Investment Portfolio Review
- Securities Product Question and Answers
- Asset Allocation Review and Recommendations
Qualifications and Licenses:
- CERTIFIED FINANCIAL PLANNERTM CERTIFICATION
- Series 7, 66
- Life/Health Insurance Licensed in OK
- B.S.B.A. Economics, Oklahoma State University
Client Commitment:
Since joining the J Fortune Financial Group in October of 2021, I’ve been driven by a passion for helping clients achieve financial security. As a CFP® professional, I adhere to the CFP Board’s rigorous standards of ethics and care, ensuring that every recommendation and decision is in your best interest. By listening closely to your personal objectives, our team collaborates to develop tailored strategies that not only build and protect your wealth but also provide a sense of confidence for a secure financial future. Leveraging the collective expertise of our team, along with access to broad resources, advanced technology, and a wide array of investment solutions, we are committed to ensuring that your financial journey is efficient and aligned with your long-term goals.
CRN202502-7301769