Jordan Blake

Financial Advisor with 4 years of experience assisting clients with financial planning, investment accounts, retirement goals, and portfolio reviews. Experienced in building client relationships, explaining financial products, reviewing account information, and maintaining accurate records in a regulated financial-services environment.

Financial Advisor - Pacific Coast Financial Group - Irvine, CA

(2023-03)

• Meet with clients to discuss financial goals, income, expenses, investment objectives, and risk tolerance.
• Assist clients with retirement planning, investment account options, and long-term financial strategies.
• Review client portfolios and prepare recommendations based on changing goals and financial circumstances.
• Explain investment products, fees, account features, and potential risks in clear language.
• Maintain client records, meeting notes, account documentation, and required compliance information.
• Coordinate account openings, transfers, beneficiary updates, and other client service requests.
• Follow up with clients regarding portfolio reviews, documentation, and scheduled financial-planning meetings.

Associate Financial Advisor - Westbridge Wealth Partners - Newport Beach, CA

(2021-06 - 2023-02)

• Supported senior advisors with client meetings, account reviews, and financial-planning preparation.
• Gathered and reviewed client financial information including assets, liabilities, income, and retirement accounts.
• Prepared account summaries and portfolio information for advisor review.
• Assisted with new-client onboarding and collection of required account documentation.
• Responded to client questions regarding account access, statements, transfers, and routine service requests.
• Updated client information and activity in the firm's CRM system.
• Maintained accurate records and followed established compliance and privacy procedures.

Bachelor of Science - Finance - California State University, Long Beach (2021)