First Command Financial Advisor - Jordan Patterson
-
8820 59th Ave SW
, Suite 200
Lakewood, Washington 98499 - (253) 584-7569
- Website
Hours
Chamber Rating
-
Michelle B
Jordan is absolutely amazing, he has been extremely informative with me, knows how to explain what to expect very well, and had great communication. His team is also amazing as they have all been nice and courteous as well as tactical with their approach to documents, submitting everything needed, and ensuring that stuff is done in a timely manner. Thank you Jordan and your team!
Mar 5th, 2024 -
Rachel Hinz
Jordan has been my financial advisor since 2015, shortly after I graduated from college. I knew next to nothing about investing, Roths, life insurance, or anything of the sort but Jordan was patient when explaining everything to me and did so in a way that I could understand and benefit from. Jordan truly cares about the people he advises and his passion lies in helping others toward a strong and safe financial future. Since working with Jordan, he has also began advising my husband and has helped us set up a 529 plan for our son as well. I honestly could not recommend Jordan more highly and am so thankful for his support and guidance over the years.
May 25th, 2023 -
Anika G.
Jordan has been my trusted financial advisor for over 5 years. He is knowledgeable, reliable, and committed to providing solid professional financial guidance. His administrative team is also a pleasure to work with, I have always appreciated their timeliness and level of communication when processing any required documentation or correspondence. Highly recommend!
Apr 21st, 2023 -
Samantha King
Jordan is great he does a full needs audit and then presents his recommendation based solely on what you want/need and what your goals are. Any questions I have he's quick to sort out the confusion allowing the conversations to move swiftly but I already understood like 75% of what he was saying given my background and previous investment. I did throw him for a loop on some of my questions but that's because I get goin' down these rabbit holes and need to know the information so he had to do some fact checking as to if what I wanted was even possible. But he was timely in his response and is super level headed with the delivery, regardless of if we agree/disagree. He stands by the fact that it's my money and he is just here to advise based on his experience as an advisor and will execute my wishes. Really couldn't ask for a better advisor - and I am PICKY when it comes to my money.
Feb 9th, 2023
About
First Command Financial Advisor - Jordan Patterson
Jordan Patterson joined First Command Financial Services as a Financial Advisor in November 2015.A graduate of Pacific Lutheran University with a Bachelor of Business Administration degree, Jordan holds Series 7 and 66 securities licenses, a Chartered Financial Consultant (ChFC) designation, a RICP designation, plus Washington state life and health insurance licenses.Jordan is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.In his free time, Jordan volunteers with Junior Achievers. He enjoys being with family, playing sports and spending time outside.
Contact Info
- (253) 584-7569
- [email protected]
- Website
Specialities
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions
- Risk management
Questions & Answers
Q What is the phone number for First Command Financial Advisor - Jordan Patterson?
A The phone number for First Command Financial Advisor - Jordan Patterson is: (253) 584-7569.
Q Where is First Command Financial Advisor - Jordan Patterson located?
A First Command Financial Advisor - Jordan Patterson is located at 8820 59th Ave SW, Suite 200, Lakewood, Washington 98499
Q What is the internet address for First Command Financial Advisor - Jordan Patterson?
A The website (URL) for First Command Financial Advisor - Jordan Patterson is: https://advisor.firstcommand.com/us/wa/lakewood/jpatterson?y_source=1_MjA5NjE5ODctNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are First Command Financial Advisor - Jordan Patterson open?
A First Command Financial Advisor - Jordan Patterson is open:
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Q How is First Command Financial Advisor - Jordan Patterson rated?
A First Command Financial Advisor - Jordan Patterson has a 5.0 Star Rating from 4 reviewers.
Hours
Ratings and Reviews
First Command Financial Advisor - Jordan Patterson
Overall Rating
Overall Rating
( 4 Reviews )Michelle B on Google
Jordan is absolutely amazing, he has been extremely informative with me, knows how to explain what to expect very well, and had great communication. His team is also amazing as they have all been nice and courteous as well as tactical with their approach to documents, submitting everything needed, and ensuring that stuff is done in a timely manner. Thank you Jordan and your team!
Rachel Hinz on Google
Jordan has been my financial advisor since 2015, shortly after I graduated from college. I knew next to nothing about investing, Roths, life insurance, or anything of the sort but Jordan was patient when explaining everything to me and did so in a way that I could understand and benefit from. Jordan truly cares about the people he advises and his passion lies in helping others toward a strong and safe financial future. Since working with Jordan, he has also began advising my husband and has helped us set up a 529 plan for our son as well. I honestly could not recommend Jordan more highly and am so thankful for his support and guidance over the years.
Anika G. on Google
Jordan has been my trusted financial advisor for over 5 years. He is knowledgeable, reliable, and committed to providing solid professional financial guidance. His administrative team is also a pleasure to work with, I have always appreciated their timeliness and level of communication when processing any required documentation or correspondence. Highly recommend!
Samantha King on Google
Jordan is great he does a full needs audit and then presents his recommendation based solely on what you want/need and what your goals are.
Any questions I have he's quick to sort out the confusion allowing the conversations to move swiftly but I already understood like 75% of what he was saying given my background and previous investment. I did throw him for a loop on some of my questions but that's because I get goin' down these rabbit holes and need to know the information so he had to do some fact checking as to if what I wanted was even possible. But he was timely in his response and is super level headed with the delivery, regardless of if we agree/disagree.
He stands by the fact that it's my money and he is just here to advise based on his experience as an advisor and will execute my wishes. Really couldn't ask for a better advisor - and I am PICKY when it comes to my money.
Overall Rating
Overall Rating
( 4 Reviews )Write a Review
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