Jordan Frank

Jordan earned his Bachelor's degree in Business from the California Polytechnic University of San Luis Obispo in 2012. Prior to joining Wells Fargo Advisors in 2017, Jordan gained valuable financial experience through working as an Insurance Producer for Farmers Insurance and District Manager for ADP, Inc. During his time with ADP, Jordan partnered with CPA’s to assist their clients with tailored solutions for their small businesses payroll, human capital, and retirement plan needs.

Upon joining Wells Fargo Advisors, Jordan was a Financial Relationship Advisor where he passed his FINRA Series 7 and 66 exams to become a registered advisor. After gaining valuable financial management experience, Jordan transitioned to a Financial Advisor position and built his own book of clients. Through our eMoney® wealth planning process, Jordan takes the time to thoroughly understand his client's full financial picture, before creating a custom investment portfolio to help them achieve their goals. Jordan is a certified Fundamental Choice portfolio manager, which allows him to manage client's accounts on a discretionary basis if they wish.  

Outside of the office, Jordan spends much of his time with his wife Mili, and sons Luka and Mateo. They use their time to explore the outdoors and travel whenever possible. Jordan’s main hobby is surfing, and his favorite local wave is Trestles in San Clemente, CA.