JORDAN BRUCE
Jordan Bruce is an Advisor at Union Bridge Capital. His primary responsibilities revolve around client services, analyzing portfolios, and identifying improvements to financial plans to maximize clients’ Total Spendable Wealth. He specializes in building and presenting the Capital Sufficiency Analysis, a distribution analysis designed to assess the likelihood of a financial plan’s long-term success throughout retirement. With extensive knowledge of products and various investment structures, Jordan creates tailored contribution and distribution strategies that align with each client’s unique goals and risk tolerance.
MY GREATEST STRENGTHS
- Client relationship building – I enjoy the opportunity to interact with people from all walks of life and build trusting relationships. Every client’s situation is different, which keeps my work engaging and meaningful.
- Accountability and resourcefulness – As a young advisor, I believe my greatest value is accountability. I’m committed to pulling our resources together to deliver exceptional outcomes every time.
YOU MAY BE SURPRISED TO KNOW
- I’m originally from Hookstown, a small, rural town in Pennsylvania, which instilled in me strong community values and appreciation for building genuine relationships.
PRACTICE FOCUS
- Financial planning and advisory services
CLIENT EXPERIENCE
- Individuals and families planning for retirement
- Clients navigating life transitions
- Diverse clientele from various backgrounds
EDUCATION
- Robert Morris University
- Series 6 License
- Series 63 License
- Series 65 License
- Life, Accident & Health Insurance License
- Property & Casualty Insurance License
