Help preserve your family’s legacy
Explore strategies that will help make it last.
Jordan Callahan
Financial Advisor
Email Address
Jordan.Callahan@wellsfargoadvisors.comPhone Number
(314) 991-7815Toll Free
(800) 999-4448Jordan joined Wells Fargo Advisors in 2018, bringing a professional background in banking, finance and as a business owner. He has been passionate about helping people preserve and grow their wealth ever since experiencing his family’s wealth being embezzled as a child.
In 2021, Jordan formally co-founded the Kwawer Callahan Investment Consulting Group of Wells Fargo Advisors. He and his team provide a comprehensive range of wealth management services to help address the key aspects of their clients’ financial affairs, including managing their investments, working with their CPAs to help mitigate taxes, preserving their assets, taking care of their loved ones, and maximizing their charitable impact. With Jordan’s extensive experience and knowledge as a business owner, he and his team also provide specialized services to address the complex challenges of business owners, executives, and wealthy families.
In his time away from work, Jordan enjoys spending time with his wife and children, playing tennis, and reading history. CA Insurance License Number: 4210481. Resident State MO.
More Than Investing
Comprehensive wealth management goes beyond selecting stocks, bonds or mutual funds, which is why we’ll work together to:
- Put in place strategies to help preserve your assets
- Pull in professionals to help ensure your estate plan is in place and updated
- Refine your plan as needed to help ensure your needs are met and your goals are achievable
Investment expertise and advice in an effort to help clients succeed financially
