Experience That inspires confidence

Jordan Grangard is a Wealth Advisor as well as the Assistant Market Head of the Desert Mountain Market at UBS Financial Services. As a Wealth Advisor, Jordan's aim is to provide the value-added services that help his clients develop a sustainable life plan to achieve the maximum value of their personal, business, and financial goals.

In his role as a manager, Jordan supports a team of 175 distinguished financial advisors located across 14 branches in 6 states, overseeing approximately $22 Billion in client assets and $215MM in revenue every year. Jordan will stop at nothing to ensure every finance professional and personal client he partners with obtains the specialized attention, guidance, and expertise they require and deserve to excel at driving sustainable growth for their business.

Raised in Jupiter, FL, Jordan attended Fordham University and graduated with his B.S. in Business Administration with a dual concentration in Finance and Marketing and a minor in Communications. Coming from a close-knit family with a history of volunteering and philanthropy and being a former collegiate athlete, Jordan commits his time as a coach and Board of Director's member for the Miracle League of Las Vegas. When not at work or on the ballfield, Jordan loves his family time with his wife, Jordan, and their newborn twin daughters, Addison and Ella.

Accomplishments

  • Certified Exit Planning Advisor (CEPA®)
  • Wealth Advisor

Education

  • B.S. degree in Business Administration from Fordham University

Licenses

  • Series 7, 66, 9, 10 Licensed

Registered States:

AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY