Phone: 859.543.8188

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Jordan R. Short

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Jordan R. Short

Financial Advisor

Phone: 
859-543-8188
Fax: 
859-543-8242

Jordan Short specializes in holistic financial planning in which all aspects of a client’s financial situation are considered to produce positive outcomes on a case-by-case basis. Mr. Short concentrates on investment portfolio allocation, insurance planning, and business and succession planning.

As an independent financial advisor, Mr. Short delivers unbiased recommendations to his clients. By first having a conversation with clients to get an understanding of what is most important to them, Mr. Short helps clients set goals and put together a personalized plan that will help clients reach those goals. Mr. Short believes that by creating a comprehensive financial plan today, you, as his client will ultimately be able to create and preserve generational wealth.

Jordan Short is a graduate of Centre College in Danville, Kentucky where he earned a Bachelor of Science degree in Economics & Finance. While at Centre, Mr. Short enjoyed success in the classroom and on the baseball field, becoming a four-year letter winner on the diamond.

In his spare time, Mr. Short enjoys adventuring in the great outdoors and watching his beloved University of Kentucky Wildcats with his fiancé, Sydney. Mr. Short is a native Eastern Kentuckian and believes that his being raised there has shown him the value of work ethic and honesty and will diligently serve his clients with these principles at the forefront.

 

Jordan Short is not affiliated with Securities Service Network, Inc.

Investments & Financial Planning, LLC., 1795 Alysheba Way, Suite 7104, Lexington, Kentucky 40509 | Office  859.543.8188 | Fax 859.543.8242

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Investments & Financial Planning, LLC is an independently owned Registered Investment Advisor.  Securities offered through Securities Service Network, Inc., Member FINRA & SIPC  

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