Our Team

Chris Jordan

Financial Advisor, Business Manager

What does Chris Jordan do?

Chris touches every facet of our firm. She manages operations, accounting, compliance, and HR. She is constantly working to improve the efficiency of our office and excellent service to our clients. In her spare time, she is also an advisor.  Her passion is stock research and monitoring, inspired by her father, who was an old-fashioned, tickertape-reading stockbroker.  

Did you know?

Chris plays competitive table tennis a few nights a week. She also loves photography; the artwork in our office is her work!

Credentials

  • Over 10 years with PFA
  • Passed Series 7, 9, 10, 24, and 66 examinations
  • More than 30 years of experience in investing, trading, and operations