Jordan Chalkley, CFP® is passionate about helping high-net-worth individuals, families, and multigenerational clients achieve their financial goals through sophisticated, customized strategies. With a strong commitment to financial education, Jordan delivers clear, comprehensive solutions that integrate retirement planning, investment portfolio design, tax optimization, and estate planning strategies. His client-centric approach, defined by thoughtful guidance and tailored service, supports clients in building and preserving wealth.
Jordan brings extensive expertise from a distinguished career in financial services. Prior to joining Wells Fargo Advisors, he served as a Financial Strategist at Coastal Wealth Management, where he crafted bespoke investment plans focused on wealth accumulation, retirement, and legacy planning. Prior to that, he held advisory roles at leading institutions including Fidelity Investments and Morgan Stanley, where he specialized in tailored investment portfolios and strategic wealth management. Jordan holds FINRA Series 7, 66 registrations, and Life, Health & Annuities licenses and is a CERTIFIED FINANCIAL PLANNER® professional—a designation he pursued to deepen his expertise across the full spectrum of wealth planning, including retirement, investment, tax, and estate strategies. He was drawn to the CFP® certification for its rigorous educational standards and its emphasis on ethics, integrity, and fiduciary responsibility.
A Richmond native, Jordan attended St. Christopher’s School and graduated from Hampden-Sydney College with a Bachelor of Arts in Economics & Business. He was also recognized as an All-Conference punter. After nearly three years in Charleston, SC, Jordan has returned to Richmond with his wife Hayley, their newborn son, and their dog. Outside the office, he is an avid golfer, a devoted supporter of the Virginia Tech Hokies and Carolina Hurricanes, and an active member of the local community. He also enjoys exploring Richmond’s vibrant food scene and discovering new bars and restaurants that reflect the city’s unique character.
“Certified Financial Planner Board of Standards Center for Financial Planning, Inc.
owns and licenses the certification marks
CFP®, CERTIFIED FINANCIAL PLANNER®, and
CFP® (with plaque design) in the United
States to Certified Financial Planner Board of
Standards, Inc., which authorizes individuals
who successfully complete the organization’s
initial and ongoing certification requirements
to use the certification marks.”
