Jordan M. Witt, CRPC®

Vice President & Investment Advisor Representative

Jordan Witt

FULL BIOGRAPHY

Jordan strives to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement.

Jordan’s decision to enter the financial services industry was inspired by his father, Mark Witt, president of Witt Financial Group. Now, as a leader of Witt Financial Group, Jordan works hard to help establish a clear purpose for his clients’ financial futures and provide the insight and guidance necessary for them to reach their goals.

Due to the success of his weekly radio show, “Smart Money Radio,” Jordan has become a sought-after speaker on progressive personal finance and retirement planning strategies in Tennessee.

Jordan graduated from East Tennessee State University with a Bachelor of Science degree. He is an Investment Adviser Representative, passed the Series 65 securities exam and is a licensed insurance agent in Tennessee. He is also a Chartered Retirement Planning Counselor (CRPC®).

Jordan and his wife, Katherine, have two daughters, Emma Katherine and Eliza Jordan, and a son, Barrett Robert. Jordan attends Central Baptist Church in Crossville and is an avid golfer who’s proud to live in the golf capital of Tennessee. He enjoys spending time at the lake and sharing quality time with friends and family. Jordan is also a fan of Tennessee football and enthusiastically cheers on the Volunteers.