Jordan C. Anderson in

Jordan C. Anderson

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Senior Financial Advisor at Journey Retirement Planning and Investment Management
📍 Idaho Falls, Idaho, United States

Jordan is the Chief Operations Officer and a Senior Financial Planner at Journey Financial Services. He holds a Series 65 Fiduciary license and leverages a Business Management degree from BYU-Idaho, with a background in marketing from his time at Ball Ventures.

Outside of work, Jordan is deeply rooted in the southeast Idaho community with his wife and four children. He is a board member for the non-profit Champs Heart and has spent over 15 years as a volunteer event coordinator for the American Cancer Societys Relay for Life.

Unique fact: Jordan has dedicated thousands of hours to community fundraising, leading volunteer teams for the American Cancer Society for over 15 years.

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Experience
9 Years
Current Role
Senior Financial Advisor
Job Level
Leadership
Location
Idaho Falls, Idaho, United States
Personality Overview

How Jordan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jordan cares about

Retirement Planning
As a Senior Financial Planner, his primary professional focus is on wealth management and creating successful financial futures for clients.
Community Fundraising
Volunteered for over 15 years as an event coordinator for the American Cancer Society's Relay for Life, leading teams to achieve fundraising goals.
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Career

Work history

8-2014
Senior Financial Advisor
Journey Retirement Planning and Investment Management
8-2014
Chief Operations Officer
Journey Financial Services, Inc
2017 - 10-2021
Registered Representative
TownSquare Capital
9-2011 - 12-2013
Marketer
Snake River Landing / Ball Ventures
In the press

Media appearances

Meet the Team - Jordan C. Anderson, Senior Financial Advisor. Featured in Journey Retirement Planning and Investment Management (official website)
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Education
2008 - 2011
BS
Brigham Young University - Idaho
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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