Jordan Anderson

Banker

Biography

Jordan Anderson is a Banker in the Seattle office of J.P. Morgan Private Bank. Jordan works with affluent individuals and families to help manage the various and sophisticated challenges of institutional-scaled wealth. He designs multi-generational strategies for preserving and transferring assets with a focus on guiding clients in pursuing their most meaningful goals.

Jordan collaborates with other specialists of the firm to offer customized recommendations and a breadth of resources that align with each client's particular interests and needs. He is a gifted communicator and values his role as a conduit for the exchange of intellectual capital and opportunistic ideas. Jordan’s strength lies in his ability to forge genuine connections that establish trust and help clients and team members succeed. He has an intellectual curiosity that propels him to go the extra mile to get the answers that individuals seek.

With a nearly decade-long career in Finance, Jordan has developed strong capabilities in team expansion, relationship management, business development and fiduciary responsibilities. He spent eight years with Fisher Investments, making his way up the ranks building affinity groups, supporting leading-edge sales efforts, onboarding 401K clients and playing a critical role as a program manager on the firm's innovation team. Jordan burnished his innate leadership skills at key-client presentations, where he sat side-by-side with high-profile firm executives. Regardless of his position, he fosters an environment of excellence, deriving personal satisfaction in imparting financial literacy.

Jordan attended Seattle University, where he obtained a B.S. in Economics and Finance and was a Division I swimmer. On the professional front, he has completed the coursework for the CFA® Level I.

Jamaican by birth, Jordan grew up in Oregon by way of Virginia. He has been an athlete his entire life, and fitness will always hold a special space for him. To relax, Jordan enjoys golfing, scuba diving and spending time with family and friends.

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