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Jonathan Jordan

Confluence Financial Partners

Jonathan Jordan is a seasoned wealth manager with a diverse background in finance and customer service.

Jonathan holds a Bachelor of Arts degree from Allegheny College and has furthered his studies at the Palumbo Donahue School of Business at Duquesne University.

His education journey began at Fox Chapel Area High School where he laid a solid foundation for his future endeavors.

Currently, Jonathan serves as a Wealth Manager at Confluence Financial Partners, utilizing his expertise to assist clients in achieving their financial goals.

Prior to his current role, he held several positions at Confluence Financial Partners, gradually progressing from a Financial Advisor to a Registered Client Associate.

Jonathan also gained valuable experience as an Internal Sales Associate at Federated Investors, honing his skills in investment and financial analysis.

His dedication to customer service and strong interpersonal skills were evident earlier in his career when he served as an Assistant Tennis Pro at Fox Chapel Golf Club.

Jonathan's well-rounded professional background equips him with a solid foundation in finance, customer relations, and investment strategies, making him a trusted advisor in the field.

Jonathan Jordan
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Location

Pittsburgh, Pennsylvania