Jordan Nightingale, CFP®, CPWA®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Certified Private Wealth Advisor® consultant

Work Experience

• Joined the firm in 2021, bringing 11 years of wealth management experience to MAI
• Helps clients achieve their financial goals by conducting comprehensive financial planning and portfolio management, with an emphasis on tax planning, estate planning, and risk management
• Was a Wealth Advisor at WJ Interests, LLC where he was responsible for leading all financial planning activities for the firm

Life Outside of MAI 

• Active volunteer throughout the Jacksonville area and within his church
• Enjoys spending time with his son and daughter

Education

• Texas Tech University, BBA in Economics, MS in Personal Financial Planning
• Yale School of Management, Executive Education program in Wealth Management Theory & Practice

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.