Jordan Werner

Jordan joined DA Davidson in 1991.   Jordan has been a financial advisor since then and for a number of years also held several leadership positions in the firm.  Among other responsibilities Jordan ran the largest region in the firm encompassing our branches in 7 states and also oversaw a number of departments including the training of financial advisors.  At one point Jordan created and ran a program teaching other financial advisors how to provide financial planning services to their clients.  Jordan gave up all leadership positions in 2018 and now focuses exclusively on serving our clients.   Jordan greatly values the long-term relationships we build with our clients and believes that aids us in providing the advice clients need to achieve their goals.

Jordan is a graduate of Whitman College.  He completed all coursework for the Comprehensive Wealth Management Program conducted by Cannon Financial Institute and also completed the Securities Industry Institute conducted at the Wharton School at the University of Pennsylvania. 

Jordan and his wife Amanda have two adult children and one labradoodle.  They are active in the local community with Hunger Fighters of Lake Oswego and Congregation Beth Israel.  Jordan is a past board member of the Retired and Senior Volunteer Program, Big Brother and Sisters of Gallatin Valley, Montana PBS, and Congregation Beth Shalom.  In his free time Jordan enjoys working out, hiking, reading, backpacking, and spending time in nature.