Jonathan H. Jordan
Jonathan brings nearly a decade of experience in the financial services industry to his practice, which serves the needs of individuals, families, and business owners. He helps clients identify and clearly articulate their financial goals through his ability to connect deeply and listen thoughtfully. From that foundation, he tailors a holistic financial plan that ultimately drives the investment portfolio decisions for each client’s unique situation.
Jonathan began his career in 2013 at Federated Hermes and joined the team at Confluence in mid-2014.
A proud native of Pittsburgh, Jonathan is now co-located between the Naples, FL office and the firm’s three Pittsburgh locations. He and his wife, Minja, are actively involved in the communities in which they live. They hold Soldiers and Sailors Memorial Hall & Museum Trust, Naples Botanical Garden and the many wonderful public parks in Allegheny and Collier counties especially close to their hearts. In his free time, Jonathan continues to build on his collegiate tennis career through competition in (any & all) racquet sports and finds balance in practicing yoga, listening to live music, and reading. Most of all, he enjoys spending time with his family.