Jordan Cole, CFA®, CFP®

Financial Planner, Director of Portfolio Management

Jordan started full-time at Sage in 2011 but has been working for the company since 2005. He attended the University of Arizona and graduated Magna Cum Laude with a major in finance and a minor in history. He has since attained his CERTIFIED FINANCIAL PLANNER™ and his Chartered Financial Analyst® certifications. (For additional information on the CFA® certification, click here.)

As Russ’s oldest son, Jordan had a front-row seat to life as a financial advisor and decided early on it was the career he wanted to pursue. He was attracted to the real difference an advisor can make in their client’s future and the deep relationships formed over time. He also enjoys the investment research process and spends much of his time at Sage on portfolio construction and management to ensure our models are the best they can be for our clients. 

Jordan married his college sweetheart, Julia, and they now have three beautiful children, Kennedy, Ezra, and Adaline. They live in Bothell along with their cat, Solomon, and dog, Rainier. They love hiking, road trips, and watching football.