portrait of Jordan T Spohn
FINANCIAL ADVISOR
New Client Waitlist
Serving clients with $250,000
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About Jordan

In 2009, I began my Edward Jones career in Ohio. I relocated to Coconut Creek, Florida in 2014 and currently serve 400 families around the country.

Our branch is fortunate to have an amazing client support team, Lauren, Michael and Kimmy, whose primary goal is to make sure each of our families get the care they deserve.

We strive for excellence in the service and advice we provide, so I earned the CFP® certification and the AAMS™ designation which expanded my knowledge base around the following topics: financial management, tax-sensitive investment strategies, retirement savings, insurance planning, education planning and estate considerations.

In 2024...

Focus Areas

  • Accountants
  • Physicians
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Retirement Income Strategies
  • College Savings

Work History

  • Edward JonesJuly 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • North Central CollegeBachelor of Arts

Personal Interests

  • Personal Fitness
  • Football
  • Traveling
  • Wine Collecting/Enthusiast
  • Art & Theater

Team Members

  • Michael Velez
    Registered Branch Associate
  • Lauren DiMartino
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

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