Jordan Jewell serves as an Associate Director, Private Wealth Client Services for Cresset. With nearly a decade of experience in private wealth management, Jordan is passionate about delivering excellent service and high-touch communication to our clients.
Before joining Cresset, Jordan worked as a senior advisor at a local RIA and later moved to Bernstein Private Wealth where she supported both clients and advisors. In her support role, she was able to focus on servicing ultra-high-net-worth families and complex asset transitions, planning and management.
Jordan earned a bachelor’s degree in mathematics with a specialization in mathematical finance from the University of Houston and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2021. Outside of work, Jordan enjoys cooking, playing tennis and pickleball, traveling, and spending time with friends and family.