Thank you for visiting our branch website. We understand that it isn't easy looking for a new financial advisor. After all, there are numerous options out there. So, how do you know who's right for you? Well, I can tell you this, you’re on the right track. Edward Jones has a long list of professional financial advisors that focus on putting the client first. Any one of us would do a great job, but here’s a little bit about me…
Originally from Ocean City, MD, I moved to the DC area in 2006. Most of that time has been spent in Silver Spring, where I currently live with my better half and our ever-rambunctious little girl. While my office serves clients throughout the metro area, a large part of our business is focused on Silver Spring, where my new office is currently under way.
I am a member of the Silver Spring Chamber of Commerce, the Downtown Silver Spring Rotary Club and the local American Legion. Being actively engaged in the community is important to me, which I hope resonates with my clients.
I started with Edward Jones in 2018, hoping to find a place that truly focused on client centered financial service. I'm happy to say I found the right place. Prior to joining Edward Jones, I had a successful 12-year career in corporate finance and accounting, serving in numerous roles throughout my tenure. I hold an M.B.A. from Loyola University Maryland and a B.S. in finance from Salisbury University, graduating from both with top honors. I also served in the U.S. Army, so I pride myself on helping fellow veterans.
Our business model is simple: Put the client first. We will develop a strategy on how best to secure your family's financial future and implement this tailored strategy to accomplish that goal. However, you will need to take the first step: Send us an email or give us a call. That gets the conversation started.
- Estate & Legacy Strategies
- Intergenerational Planning
- Divorce Finances
- Business Retirement Plans
- Employee Stock Options
My Personal Interests
- Spending Time with Family
- Rock Climbing
Office Address7500 Old Georgetown Road
Bethesda, MD 20814
Phone NumberJordan L Smith at (301) 941-1300
|Mon||09:00AM - 05:30PM|
|Tue||09:00AM - 05:30PM|
|Wed||09:00AM - 05:30PM|
|Thu||09:00AM - 05:30PM|
|Fri||09:00AM - 05:30PM|
|Sat||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More