WHY WE EXIST
CLJ ADVISORY exists to improve the quality of service delivered by the Financial Advice industry. The Financial Advisor is on the front line dealing with clients everyday. Therefore, our goal is to train, equip, and support the financial advisor to be the best they can be. It ultimately boils down to providing top notch services to the client. A financial advisor, well-quipped, trained, and supported provides a higher quality of service to the individual. Through online courses, video training and other resources we work with major financial services companies to help financial advisors elevate their level of service and grow their business.
Founder & Chief Executive Officer
Chris Jordan, has 20 years of experience in the financial services industry. His work with advisors around the country sparked a desire to see the industry elevated to a higher level. Chris saw first hand the many challenges advisors face related to growing their business and servicing clients. As a result, Chris developed a passion to share “best practices” with all advisors so they could have a better experience in their profession.
Chris has a Business Management degree from Georgetown University’s McDonough School of Business. While attending Georgetown, Chris was a four-year letter winner on the Varsity Football team and received the 2000 Phillips Entrepreneurship Prize. After graduation, Chris started his career in New York with some of the largest firms on Wall St including Citigroup and Blackrock where he began working with and training Financial Advisors. In 2011, he moved to Raleigh to work with Hatteras Funds, a boutique Hedge fund and Private equity firm. Soon after, Chris worked as a Regional VP with Foresters Financial, where in 2016, he was #1 in sales.
During his career, Chris developed a passion to empower financial advisors so they could deliver the best quality service to their clients. Chris is married and has 3 children. He and his family reside in Raleigh, NC and attend Celebration Church.