BACKGROUND
& EXPERIENCE
Jordan was born and raised in Orange County, California. He graduated from the University of California, San Diego with a double major in Political Theory and Sociology. In January 2009, after working for a professional baseball agency assisting the firm with client acquisition and number crunching contract negotiations, Jordan decided to join Jack A. Cross & Associates, Inc. when the firm was just over 2 years old.
Starting with loans, distributions and trust accounting, Jordan has moved through all administrative layers of the organization and is now an equity partner in the firm. In addition to day-to-day duties, Jordan spearheads CrossPlans business development, sales, marketing and focuses on growth and retention of the firm’s clients and centers of influence.
Jordan and his wife, Kaitlin, live in Dana Point, California with their sons Jack and Finn. In their free time, the family enjoys surfing, traveling and camping.
Committees and Memberships
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ASPPA BMOC Planning Committee 2016
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ASPPA BMOC Planning Committee 2017
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ASPPA TPA Business Development Chair 2018