Jordan Schmidt

Q: What is Jordan Schmidt email address?

Email Jordan Schmidt at jordan@schmidtfinancial.com. This email is the most updated Jordan Schmidt email found in 2026.

Q: How to contact Jordan Schmidt?

To contact Jordan Schmidt send an email to jordan@schmidtfinancial.com. If you want to call Jordan Schmidt try calling on +18474006156. (updated on October 29, 2024)

Partner at Schmidt Financial Group, LLC | Plano, Texas, United States

About Jordan Schmidt

Jordan Schmidt, as a Partner at Schmidt Financial Group, LLC, plays a pivotal role in shaping the financial futures of high net worth clients through tailored wealth management strategies. Since joining the firm in 2013, Jordan has honed his expertise in advanced case design and individual portfolio structures, allowing him to deliver sophisticated financial solutions that address the unique needs of affluent individuals and families. His deep understanding of risk management and wealth transfer planning has positioned him as a trusted advisor in the industry.

In his current role, Jordan is dedicated to business development, leveraging his analytical skills and goal-oriented mindset to identify opportunities for growth and client engagement. He excels in educating clients about complex financial concepts, ensuring they are well-informed and confident in their planning decisions. His creative problem-solving abilities enable him to craft innovative strategies that align with clients' long-term objectives, whether it involves estate planning, business succession, or charitable giving.

Jordan's commitment to teamwork and accountability fosters a collaborative environment within Schmidt Financial Group, where he actively trains and mentors junior advisors. His organizational structure and marketing acumen further enhance the firm’s outreach efforts, solidifying its reputation as a leader in the boutique financial planning sector. With over a decade of experience, Jordan Schmidt continues to drive impactful results for clients, helping them navigate the intricacies of wealth management with clarity and confidence.

Jordan Schmidt Work

Partner at Schmidt Financial Group, LLC in May 2013 to Present

Member at Institute for Private Investors in March 2022 to Present

Branch Intern at AXA Equitable in May 2012 to August 2012

Jordan Schmidt Skills

People-oriented

Exceptionally well organized

Time Management

Frequently Asked Questions about Jordan Schmidt

What is Jordan Schmidt email address?

Email Jordan Schmidt at [email protected]. This email is the most updated Jordan Schmidt email found in 2026.

What is Jordan Schmidt phone number?

Jordan Schmidt phone number is +18474006156.

How to contact Jordan Schmidt?

To contact Jordan Schmidt send an email to [email protected]. If you want to call Jordan Schmidt try calling on +18474006156. (updated on October 29, 2024)

What company does Jordan Schmidt work for?

Jordan Schmidt works for Schmidt Financial Group, LLC

What is Jordan Schmidt's role at Schmidt Financial Group, LLC?

Jordan Schmidt is Partner

What industry does Jordan Schmidt work in?

Jordan Schmidt works in the Financial Services industry.