Being an Edward Jones financial advisor means more to me than financial assessment and wealth strategies. It's the passion to serve those in my community - a calling to make a difference in someone's future. Whether it's the need to plan for retirement, reduce taxes, administer a 401k plan for your business or saving for college, I can help.

A native Texan born in El Paso, I proudly serve the Alamo City of San Antonio and surrounding areas. I earned my bachelor's in computer science from the University of Houston-Victoria in 2004. That same year, my childhood friend and I took our marriage vows. We are blessed to have two adorable little boys and an energetic dog with a tail that doesn't stop wagging. If it were up to me, we'd have three more dogs. My family and I are all in agreement to expand our family to love and raise an adopted child in the years to come.

As your financial advisor, I welcome the opportunity to get to know you and your family, work with your attorney, accountant and other trusted professionals to deliver a comprehensive approach that leverages everyone's expertise. Working together, as I understand what's important to you, we will develop a complete, tailored strategy to help you achieve your financial goals.

Please contact me for a complimentary appointment to discuss your situation and options. I look forward to learning your story and committing to help you with your long term financial dreams.

Sincerely,

Lilly Kate Jordan

Focus areas

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

My Personal Interests

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

Office Information

Office 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

Branch Team

Request an Appointment

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

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More