portrait of Jordan M Fidanza

About Jordan

When you look at your current situation, do any of these questions resonate with you?

Retirement Planning
- I'm retiring soon. Will my money last?
- Am I currently saving enough for my goals? How do I know?
- When should I start taking Social Security?
- My 401(k) plan is at my old employer. What are my options?
- What is the best way for me to transfer assets to my beneficiaries?

Life Events
- My spouse passed away. Where can I go for support?
- I'm recently divorced. What are my next steps financially?
- I recently received an inheritance. What do I do now?

I understand...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Insurance & Annuities

Work History

  • Edward JonesJanuary 2020 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Georgia Southern UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Soccer
  • Health & Nutrition
  • Volunteering
  • Coaching Sports

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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