RJ

Robert Jordan

Relationship Manager at KORE Private Wealth

Robert Jordan is an experienced professional in the banking and financial services sector, currently serving as a Banking & Operations Associate at Webull Financial since April 2023. Prior to this role, Robert held positions as a Relationship Manager at KORE Private Wealth and as a Private Client Banker II at JPMorgan Chase & Co. Robert's earlier experience includes working as a Merrill Lynch Wealth Management Fraud Associate and a Financial Solutions Advisor Trainee at Bank of America Merrill Lynch, as well as a Bank Teller at Bank Rhode Island. Robert holds a Bachelor's degree in Accounting from Johnson & Wales University and is currently pursuing further education at New York University.

Location

New York, United States

Links

Previous companies


Org chart

No direct reports

Teams


Offices

This person is not in any offices


KORE Private Wealth

KORE Private Wealth, an independent registered investment advisor, goes beyond face value to deliver purposeful and impactful wealth solutions to affluent investors. We have the experience as well as the mindset and high energy to anticipate, assess and address the unique and complex needs of the wealthy, so that they can feel confident and comfortable in every aspect of their financial lives.


Employees

11-50

Links