Jordan A. Hutchison, MS, BFA™
T 404 253 7698
F 404 253 7699
With a deep-rooted belief that we live for so many factors beyond our finances, Jordan empowers clients to make financial decisions that are aligned to their dreams, goals and values.
Jordan brings in-depth experience in strategic financial planning, behavioral finance and a passion for empowering clients to make purpose-driven financial choices that factor in all elements of their lives.
Jordan has managed relationships with high-net-worth and multi-generational families, as well as designed investment strategies for institutional investors and individuals for 8 years through advisor roles at JOYN®, Sagemark Consulting℠ and LPL Financial, LLC.
With an educational background in finance, management, and psychology, he is uniquely equipped to enable his clients to align their dreams with a distinct vision of financial success. He takes a hands-on approach to identify the values and aspirations of each client and uses that understanding to guide them through significant life discussions. Jordan strives to add clarity and remove uncertainty from their financial choices, so they have confidence in their decisions and their future.
When not helping clients achieve their personal and financial goals, Jordan enjoys being active, watching basketball, and cheering on the University of Alabama football team. When time permits Jordan takes trips in his Jeep to the mountains for a day of hiking and reading. As a recent inductee of the basketball hall of fame at the University of Montevallo, Jordan loves giving back to his alma mater and his community as a member of the Sandy Springs Rotary, President-Elect of the University of Montevallo National Alumni Association Junior Board and a graduate of the Leadership Sandy Springs Class of 2018.
Bachelor of Arts, Psychology, University of Montevallo
Master of Science, Family Financial Planning and Counseling, University of Alabama
Executive Education, The Wharton School
Applied Behavioral Finance Certificate, Investments and Wealth Institute
Certification of Behavioral Finance Advice (BFA™), Kaplan University
Life and Health Insurance License