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Jordan Patterson
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Top Tier Client Experience Award
Qualifying First Command Financial Advisors receive Top Tier award certification for exceptional client service. This award is based on objective measures that include client reviews about sentiment, service and experience, coupled with operational data. Click the award icon to learn more.
A graduate of Pacific Lutheran University with a Bachelor of Business Administration degree, Jordan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, along with the Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations. He is also licensed in Series 7 and 66 securities, as well as life and health insurance in the state of Washington.
Jordan’s knowledge spans a wide range of financial services, including:
• Comprehensive Financial Planning
• Investment Strategies
• Retirement Income Planning
• Education Funding Solutions
• Asset Allocation and Management
• Insurance Solutions
• Risk Management
• Estate Planning
Jordan is deeply committed to building long-term, trusting relationships with clients, providing them with the guidance and insight needed to help them feel confident about their financial future.
Outside of work, Jordan loves spending time with his wife, daughter, and extended family. He enjoys traveling and staying active through fitness hiking, cooking, and reading.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions
- Risk management
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.