Jordan Banning is a financial advisor with a wide and robust portfolio of financial industry experience to offer his clients. First and foremost, Jordan brings a depth of knowledge in tax strategies to his financial planning approach. This he credits to his prior life as a senior business banking specialist at a large corporate bank and his experience building a payroll company from the ground up as a payroll manager. Jordan also spent his time in the corporate world establishing himself as an expert in small businesses growth and development, a skillset he uses to accomplish his clients’ goals at Stewardship Wealth Advisors every day.
Jordan joined Stewardship Wealth Advisors in 2020 where he continues his thirteen-plus-year career in the financial services industry helping his clients feel confident, connected, and in control of their financial success.
Jordan holds his Series 65 license and is concurrently pursuing a bachelor’s degree in finance from Arizona State University and the CERTIFIED FINANCIAL PLANNER™ certification program, having already completed his Certification of Personal and Family Financial Planning from University of Arizona, passed the CFP® exam during the July 2022 testing window, and completed the 6,000 hours of experience.
As a strong believer in the “if there’s a will, there’s a way” mentality, Jordan loves a good challenge. Assisting his clients in identifying the most effective path to their goals is one of the most rewarding kinds of challenges he has the privilege of tackling each day.
When he’s not geeking out over client portfolios, Jordan indulges his creative side by playing piano and guitar, challenging his friends to chess matches, traveling, and otherwise enjoying time with his family, friends, and three dogs.