Professional

Growing up in Southern California, Jordan was influenced not only by the healthy lifestyle but also his father’s business acumen, and his mother’s philanthropy. After graduation, Jordan decided to pursue a degree as a physical therapist and his entrepreneurial spirit encouraged him to open his own rehabilitation studio. As a licensed clinical nutritionist, personal trainer, rehabilitation specialist, and physical therapist, Jordan was able to make a positive impact on his clients’ lives.  He enjoyed helping people set and attain their goals, as well as running his own business.  In 2000, Jordan came to the Denver area to visit his sister and immediately fell in love with Colorado.  At that point in his life, he was looking for a change and loved the similarities between Colorado and California:  an emphasis on personal health, an outdoor lifestyle, and lots of sunshine!

After selling his rehabilitation studio and practice, Jordan started building his life in the Denver area.  While physical therapy was where Jordan had started his career path, he always knew his passion was really in the financial sector, where he could implement his passion and talent for helping people and managing a business along with his love for numbers and financial planning.  This change in his career path came as no surprise to his family since Jordan had always been drawn to the financial world; in large part due to his grandfather, Waverly Smith, who had been an instrumental figure in that field and one of the founding members of the St. Paul Company.  Jordan decided to go back to school to study Finance at the Metropolitan State College of Denver, and shortly thereafter, started thinking about which company he wanted to partner with to create his own financial planning practice. He interviewed many companies and was offered many positions, and ultimately chose to partner with Northwestern Mutual because he felt that they were the most committed to placing their clients’ needs first through comprehensive financial planning.

Jordan thoroughly enjoys his role as a Wealth Management Advisor, comprehensive financial planner, and small business owner.  He helps people by building holistic, comprehensive financial plans that will not only affect themselves, but their children & grandchildren, as well.  Jordan’s straightforward and laid-back disposition, along with his passion for educating and helping people, has earned him a loyal clientele, and strong reputation.

 

Awards & Recognition

  • Featured on the cover of the Columns magazine, April 2012
  • Emerging Superstar Award 2013
  • Breakthrough Performer of the Year 2013
  • Lives Leader Summit 2013-2017 – given to Financial Advisors who consistently help over 100 new families wtih their financial planning process.
  • Forum Club 2014, 2015, 2017 – excusive membership given to top Financial Advisors who reach the highest levels of excellence in comprehensive Planning.
  • Million Dollar Round Table 2012-2019 - is an industry-wide organization exclusive to the top 1% of the world's best financial service advisors.
  • NAIFA Quality Award winner 2012-2019 - the National Asso. of Insurance & Financial Advisors’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2012-2013, 2015-2016

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry

Jordan S Smith
Wealth Management Advisor


Zenith Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck