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portrait of Lilly K Jordan
FINANCIAL ADVISOR

Lilly K Jordan

CFP®
4940 Broadway Suite 340, Alamo Heights, TX 78209opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Lilly

Being an Edward Jones financial advisor means more to me than financial assessment and wealth strategies. It's the passion to serve those in my community - a calling to make a difference in someone's future. Whether it's the need to plan for retirement, reduce taxes, administer a 401k plan for your business or saving for college, I can help.

A native Texan born in El Paso, I proudly serve the Alamo City of San Antonio and surrounding areas. I earned my bachelor's in computer science from the University of Houston-Victoria in 2004. That same year, my childhood friend and I took...

Focus Areas

  • Military Professionals & Veterans
  • Business Retirement Plans
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Houston-VictoriaBachelor of Science

Personal Interests

  • Antiquing
  • Pets
  • Photography
  • Spending Time with Family
  • Camping

Team Members

  • Eva Rodriguez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(210) 826-1571

Fax

(877) 826-1748

Office Address

4940 Broadway Suite 340
Alamo Heights, TX 78209opens in a new window

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