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Jordan Parson

Jordan Parson
Client Service Specialist
jordan.parson@lpl.com

Jordan Parson | Client Service Specialist

Jordan joined Pence Wealth Management in 2017. He graduated from Brigham Young University – Idaho with a Bachelors of Business Management of Finance & Marketing. Jordan is located in the Thousand Oaks office and is assisting Richard Sorensen. He is currently attending California Lutheran University for his MBA-FP (Financial Planning), which is a dual curriculum that will also certify him for his CFP designation upon completion.

Prior to joining PWM, Jordan was working with a private company distributing sophisticated software programs to their clients. His experience has provided him with a diverse set of skills that help him connect easily with clients.

Jordan is married to Anna and they have two wonderful little boys. They are very active with their church and have served in many youth groups, BSA and otherwise. Both Anna and Jordan enjoy being in nature and seeing all of the beauty that is around us.

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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