Jordan Long

Jordan Long, CFA has a varied work experience in the financial industry. Jordan began their career as a Data & Customer Analysis Intern at Timothy Financial Counsel, Inc. where they analyzed and organized client investment portfolios, retirement plans, insurance, college funding, and estate plans. After that, they worked as a Trading Desk Associate at Performance Trust Capital Partners. Jordan'sresponsibilities included assisting with trading operations.

Later, they joined First Trust as an ETF/SMA Internal Specialist, where they provided support for investment products. Jordan then advanced to become the Vice President - Portfolio Analytics & Research Coverage Group at First Trust. In this role, they represented First Trust's investment products by analyzing and creating model portfolios. Jordan also collaborated with National Accounts to provide analytical insight into client research and investment strategy.

Additionally, Jordan Long worked for Taylor University in their Alumni Relations department. Here, they represented the university in seeking donations from alumni for the Taylor Fund, which supports current student financial aid, scholarships, and grants. Overall, Jordan Long's work experience showcases their expertise in portfolio analytics, investment products, and client research.

Jordan Long, CFA obtained a Bachelor of Science (BS) degree in Finance from Taylor University. Prior to that, Jordan attended West Chicago Community High School. In addition to their education, Jordan has received additional certifications from the CFA Institute. Jordan obtained the Chartered Financial Analyst (CFA) Charterholder certification in August 2017, and the CFA Institute PL Program 5-Year Milestone Badge in December 2022.