Jaco Jordaan (CAIA, CFA, CFP®, ChFC®, EA)

Additional Information

After graduating from the University of Texas at Austin, I started my career in financial services in 1996 selling mutual fund portfolios by cold-calling. The interactions were impersonal and intrusive. I did not enjoy it, and it likely created my first bias against "selling" products in financial services.

Since that experience, I have built a career in financial services by building knowledge in different areas of the industry with an eye towards always serving the best interests of clients. I have held positions spanning from customer service and operations to technical financial planning support of financial advisors. As a private banking representative, I have worked directly with high net worth clients to develop custom financial plans to pursue their retirement, estate and distribution goals, and I have worked as a portfolio manager to implement the investments needed to pursue those goals. For approximately 10 years, I served as the Chief Investment Strategist and Senior Portfolio Manager of a national financial services firm. In my capacity as Senior Portfolio Manager, I built and ultimately was directly responsible for the portfolio construction and investment selection of an investment program with over $2 billion in assets. As Chief Investment Strategist, I was responsible for communicating the firm's investment philosophy by writing economic and investment updates. In my role as Chief Investment Strategist, I made multiple appearances including on Bloomberg Radio, CNBC, Closing Bell, Fox Business, and The Street.

After starting my own investment adviser, I recently affiliated with Opus Financial Solutions which is providing me with access to improved resources and technology to better serve my clients along with an improved Business Continuation Plan and "Brain Trust" of highly competent colleagues.