Jaco Jordaan (CAIA, CFA, CFP®, ChFC®, CRPS, 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.

Over the last three decades, 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, 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 where I was directly responsible for the portfolio construction and investment selection of an investment program with over $2 billion in assets.

In 2016, I left the corporate side of financial services to start working directly with clients. I very intentionally chose a structure as a fee-only advisor because I did not want the appearance of any conflict of interest due to commissions on financial solutions. Today, I'm affiliated with Riverchase Wealth Management  a financial advisory firm with like minded advisors intent on providing objective advice and asset management services to clients.