Jordan Patrick Joins Truepoint Wealth Counsel Shareholder Group
Jordan Patrick, Sr. Financial Advisor with Commas, has been named as one of five new firm employees to join the Truepoint Wealth Counsel shareholder group. The addition of Jordan, along with Truepoint colleagues Josh Borges, Bill Felix, Bridget Hughes, and Michelle Stevens, brings the group to forty total employee-owners.
“Our shareholder group at Truepoint is excited to welcome five more teammates as shareholders in the firm,” said Truepoint Wealth Counsel CEO and shareholder Steve Condon. “The shareholder opportunity we provide enables us to attract and retain exceptional talent, which in turn ensures the competence, stability and continuity our clients deserve.”
Jordan earned his bachelor’s degree in finance at Georgetown College before going on to receive his MBA in finance and an Executive Certificate in Financial Planning from Xavier University. He is a CERTIFIED FINANCIAL PLANNER™.
Jordan joined Truepoint in 2017 as a member of the financial planning team, before going on to serve in a dual role as both a Truepoint Wealth Counsel and Commas advisor. The entire team celebrates this unique milestone as Jordan is the first of the Commas advisor team to join the shareholder group.
“I’ve had the pleasure of working closely with Jordan since he joined our firm as an associate on the financial planning team,” said Nate Johnson, Co-Chief Client Officer and shareholder. “Over the years, he has worked hard to become a thoughtful, caring advisor to his clients, while developing a unique perspective across both of our brands and each of our service offerings. We are thrilled to have him join the shareholder group and look forward to his contributions and leadership in the years to come!”
In recent years, the wealth management industry has seen numerous independent firms relinquish control to larger external entities, resulting in a dwindling presence of truly independent and locally controlled firms. In contrast to this, our team perseveres in our efforts to remain independent and employee owned.
Commas is a wholly-owned subsidiary of Truepoint Inc., a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training nor an endorsement by the SEC. More detail, including forms ADV Part 2A and Form CRS filed with the SEC, can be found at www.usecommas.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.