.jpg)
Jordan Soclof
Associate Vice President, Wealth Advisor
,
Areas of Expertise
Goal Alignment
Tax Strategies
Equity Compensation
Retirement Planning
Estate Planning
Qualifications & Experience
- Degree: BS Finance, Yeshiva University
- Certifications: FINRA Series 7 and FINRA Series 66
New York, NY
Media
No items found.
Words to Live By
Every accomplishment starts with the decision to try.
John F. Kennedy
Client Experience Professionals
Team Members
No items found.
About
Jordan works closely with individuals and families to understand their holistic wealth management needs, and he is privileged to help his client base navigate each life stage. Prior to joining Farther, Jordan held roles at Bank of America and Merrill Lynch.
A graduate of Yeshiva University, Jordan resides on Long Island with his wife and 1-year-old daughter. An avid golfer and traveler, Jordan cherishes the time he gets to spend with his family and friends.