Kevin Jordan

Biography

Kevin Jordan is Managing Director, Investments based in Lake Oswego, Oregon bringing over 30 years of experience in the financial services industry. Grounded in a service-driven approach, Kevin prioritizes building strong, long-term relationships with his clients and guiding them with clarity and intention. He emphasizes the importance of understanding each client’s unique financial situation, helping them navigate decisions with confidence through education, thoughtful planning, and customized investment strategies. By aligning finance plants with both short and long-term goals, Kevin works to ensure his clients are well prepared at every stage.

Kevin began his career with roles at US Bank, Piper Jaffray, and UBS before joining Wedbush in 2009, where he has continued to grow his practice and serve his clients with distinction. His interest in finance began at a young age, driven by a curiosity about how to grow and manage money effectively. At Wedbush, he values the firm’s unique balance of scale and personalization, allowing him to deliver comprehensive solutions while maintaining meaningful client relationships. Kevin is also a member of the firm’s distinguished President’s Club.

Kevin earned his BS in accounting from Oregon State University, where he was also a member of the golf team. Originally from Roseburg, Oregon, Kevin has spent most of his life in the state he proudly calls home. Outside the office, he is deeply involved in his community, coaching varsity baseball and refereeing high school football games in the fall. An avid golfer, Kevin maintains a zero handicap at Tualatin Country Club. He has been married for 25 years and is the proud father of three children.

 

Recognized by the firm as a member of the prestigious President's Club for his outstanding contributions.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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