Jordan Spohn, Financial Advisor

FINANCIAL ADVISOR
Jordan T Spohn

CFP®, AAMS™
4799 Coconut Creek Parkway, Coconut Creek, FL 33063opens in a new window
New Client Waitlist
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Accountants
  • Physicians
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Retirement Income Strategies
  • College Savings

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Personal Fitness
  • Football
  • Traveling
  • Wine Collecting/Enthusiast
  • Art & Theater

Team Members

  • Michael Velez
    Registered Branch Associate
  • Lauren DiMartino
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(954) 973-0825

Fax

(888) 282-0340

Office Address

4799 Coconut Creek Parkway
Coconut Creek, FL 33063opens in a new window

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