Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jordon Spera

Scottsdale

Summary

Financial services professional who is committed to making a difference in clients’ lives while promoting financial literacy. Experienced with servicing brokerage accounts and guiding clients through complexities of account types and investing.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Client Development Professional

J.P. Morgan Securities LLC
01.2025 - Current
  • Service-to-sales role seeking to build and maintain relationships with clients, identify their financial needs through discovery conversations, and recommending appropriate wealth management solutions through self-directed platform or advisory relationship
  • 450 generated leads for in-branch and remote advisors (#2 site wide YTD)
  • 17% contact-to-lead ratio for advisor referrals (#1 site wide YTD)
  • 30% contact-to-lead ratio for advisor + self-directed referrals (#1 site wide YTD)
  • $4.85 million net new money from self-directed referrals
  • $5.5 million net new money from advisor referrals

Senior Investment Professional

J.P. Morgan Securities LLC
08.2024 - 01.2025
  • Selected to service high-net-worth clients in the Private Client program, delivering personalized service and maintaining strong client relationships
  • Specialized in servicing managed J.P. Morgan brokerage accounts, streamlining workflows and ensuring operational accuracy across all transactions
  • Supported clients with Securities-Based Lending (SBL) solutions, including account servicing and coordination with internal lending teams
  • Facilitated training and onboarding of junior team members through J.P. Morgan’s Development Center

Investment Professional

J.P. Morgan Securities LLC
03.2024 - 08.2025
  • Assisted clients and prospects with brokerage account inquiries, identifying investment-related needs and delivering a high-quality experience via phone-based support
  • Provided guidance on Traditional and Roth IRAs as well as taxable investment accounts to support informed client decision-making
  • Handled inbound calls, processed trades, and completed service transactions efficiently to ensure timely and accurate processing of client requests
  • Accurately documented all client interactions in accordance with regulatory and compliance standards

Financial Advisor

Renaissance Financial
06.2023 - 01.2024
  • Identifying and cultivating a client base, building rapport and fostering long-term sustainable relationships
  • Implement target marketing strategies to engage with prospective clients
  • Design and execute innovative and customized financial strategies for clients, helping them get on track to meet their financial needs and aspirations
  • Constructing and managing client portfolios based on goals and analysis of financial outlook

Education

Bachelor of Science - Finance

Northern Arizona University
Flagstaff, AZ
05.2023

Skills

  • Microsoft Office (Word, Excel, Powerpoint)

  • Outlook

  • Salesforce

  • Active listening

  • Teamwork

  • Team building

  • Problem-solving

  • Adaptability

  • Interpersonal communication

  • Time management

  • Professionalism

Certification

  • SIE, Series 7, Series 66, Life & Health Insurance Producer (CRD: 7703685)
  • Candidate for CFP® certification (ID: 481500)

Timeline

Client Development Professional

J.P. Morgan Securities LLC
01.2025 - Current

Senior Investment Professional

J.P. Morgan Securities LLC
08.2024 - 01.2025

Investment Professional

J.P. Morgan Securities LLC
03.2024 - 08.2025

Financial Advisor

Renaissance Financial
06.2023 - 01.2024

Bachelor of Science - Finance

Northern Arizona University

Similar Profiles

CREATE PROFILE
Jordon Spera