Jordan is an Investment Advisor at Innovative Family Office where he guides families and
business owners to build, manage, and protect their wealth. With a commitment to delivering
personalized financial solutions, Jordan helps his clients navigate complex financial challenges
and pursue their long-term goals.
Before joining Innovative, Jordan refined his expertise in financial planning at Blue Ocean
Wealth Solutions, developing tailored investment and protection strategies to meet the diverse
needs of his clients. His dedication to detail and problem-solving was further strengthened
during his time as an attorney at Agulnick Kremin, P.C., where he specialized in real estate and
commercial litigation. This experience provided him with a deep understanding of the financial
and legal considerations critical to his clients success.
With over a decade of experience spanning finance, law, and real estate, Jordan offers a well-
rounded perspective that enables him to provide comprehensive and strategic guidance. He is
dedicated to helping families and business owners achieve financial security and build a lasting
legacy, serving as a trusted advisor throughout every stage of their journey.
Jordan earned his J.D. from Touro Law School and his B.S. in Finance from Syracuse
University, blending rigorous academic preparation with practical experience to deliver
exceptional service to his clients.
Sometimes a quick conversation can make a world of difference. Have a quick question for our team? Let’s talk through it.
