Skip to Content
chevron-left chevron-right chevron-up chevron-right chevron-left arrow-back star phone quote checkbox-checked search wrench info shield play connection mobile coin-dollar spoon-knife ticket pushpin location gift fire feed bubbles home heart calendar price-tag credit-card clock envelop facebook instagram twitter youtube pinterest yelp google reddit linkedin envelope bbb pinterest homeadvisor angies

Howard J. Jordan, CFP®

Managing Partner
Form ADV Part 2B Brochure

Howard began his financial services career in 1996 in the Naples, Marco Island area and was with Raymond James & Associates as vice president, investments from 2003 until 2020. The New Jersey native has been a Florida resident since 1991.

He is a graduate of Stockton University in New Jersey, where he majored in finance and minored in business administration. Howard has earned the CERTIFIED FINANCIAL PLANNER™ certification from Florida State University. He shares his knowledge with others, having served as an instructor in the CERTIFIED FINANCIAL PLANNER™ education program at Florida Gulf Coast University and lecturer for the university’s Learning for Life Seminar Series. Community is very important to Howard. In addition to having served on the board of the Marco Island Civic Association, he founded the Upon a Star Foundation along with his wife. The foundation’s mission is to help children in need participate in extracurricular activities that foster family values.

Howard and his wife, Michelle, have three children and two grandchildren.

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.

An Open & Honest Discussion