Jordan Financial Services, LLC. is equipped to help clients with both their personal and business financial needs. Our mission is to enable our clients to manage financial risk. To meet this need, we provide insurance products and mutual fund services tailored to meet the specific and ever-changing financial risk exposures our clients face. Our goal is to build value for our clients through the strength of our customers' satisfaction and by consistently producing positive results. Our primary areas of focus are risk management, investment planning, distribution planning, estate preservation planning and business and employee services.

Meet Mark W. Jordan

Mark W. Jordan is a financial professional at Jordan Financial Services, LLC. who specializes in providing financial knowledge, products and solutions for retirees and pre-retirees in  Alabama, Florida and Georgia. Mark designs and implements financial strategies that seek to potentially maximize his clients’ assets while helping to protect their financial futures. When you meet with Mark, he will review your entire retirement plan and evaluate what you are doing right and what areas could be improved. All in a manner that you can understand.

Before entering the financial services industry in 1989, Mark was the proud owner of two grocery stores. When large corporate chain stores started closing independent operations like Mark’s, he decided to make a career change. This life experience has been very valuable to Mark, teaching him that communication with his clients is key.

Mark holds his life and health insurance licenses in Alabama and Florida and has his Series 6 and Series 63 securities licenses.  For over 30 years he has worked primarily in the retirement planning market, which requires his focus on several areas, including annuities, life insurance, 401(k) rollovers** and proper asset allocation for retirees. Mark has performed workshops and seminars for 1000’s of educators and state employees in Alabama and Florida.

Mark lives in Dothan, Alabama with his wife, Debbie. He has two children, Aleigha and Chad, along with three grandchildren. When Mark is not working, he enjoys spending time with his family, fishing in the gulf, hunting and boating.   

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact Mark at mark@jordanfin.com or call us at 334.794.8219 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Securities offered through Securities America Inc. member FINRA/SIPC. Jordan Financial Services, LLC. and Securities America are separate companies.

**Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured. Your Registered Representative is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.