Jordan Gitlin is a Wealth Advisor in Mesirow Wealth Management. He specializes in helping individuals, families and business owners achieve their goals by creating customized financial and retirement plans in conjunction with team investment strategies that are uniquely tailored to fit their needs.
Jordan has eight years of experience in the financial services industry. Before joining Mesirow in 2020, Jordan held the role of Portfolio Manager at Ameriprise Financial Services where he focused on strategic portfolio construction. Prior to that, he was a Financial Relationship Advisor with Wells Fargo Advisors where he specialized on creating complex financial plans.
Jordan earned his Bachelor of Science in Business Administration, Finance from the University of Montana and holds FINRA Series 7, 63 and 65 licenses.