portrait of Lilly K Jordan
FINANCIAL ADVISOR

Lilly K Jordan

CFP®
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Military Professionals & Veterans
  • Business Retirement Plans
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Camping
  • Pets
  • Photography
  • Spending Time with Family
  • Gardening

Team Members

  • Christy Moreno
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(210) 826-1571

Fax

(877) 826-1748

Office Address

4940 Broadway Suite 340
Alamo Heights, TX 78209opens in a new window

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