Focused on helping individuals and families navigate important financial decisions with clarity, confidence, and a long-term perspective.
Joined Lido: 2026
Homebase: Tulsa, OK
Professional Focus: Jordan combines analytical discipline with a deep curiosity for markets, behavioral patterns, and problem-solving to help support successful long-term financial outcomes. He is particularly motived by continuous learning and expanding his expertise across portfolio management and wealth strategies.
Professional Designations: Chartered Financial Analyst charterholder
Education: B.S., Biological Sciences, University of Missouri; M.B.A., Wealth Management, University of Tulsa
Previous Work Highlights: Served as Portfolio Manager at Jackson Hole Capital Partners prior to the firm’s partnership with Lido in 2026. Previously served as a Portfolio Manager at Trust Company of Oklahoma and began as a Portfolio Analyst at Corporate Consulting Group.
Personal Facts: Outside of work, he enjoys spending time with his family and an ever-changing list of hobbies including birding, fishing, golfing, kayaking, and various DIY projects.
