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.

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.


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Our team members have spent decades in the industry, providing financial guidance for clients like you.

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Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

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With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.

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LPL Financial was founded with a vision to help financial advisors establish successful businesses.

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