Jordan Soclof

Vice President, Wealth Advisor

Areas of Expertise

Goal Alignment

Tax Strategies

Equity Compensation

Retirement Planning

Estate Planning

Qualifications & Experience

Degree: BS Finance, Yeshiva University
Certifications: FINRA Series 7 and FINRA Series 66

Schedule AN APPOINTMENT Your Wealth Portal

New York, NY

Media

No items found.

Words to Live By

Every accomplishment starts with the decision to try.

John F. Kennedy

Client Experience Professionals

Soliel Geronimo

Team Members

See Team Page

No items found.

About

Jordan works closely with individuals and families to understand their holistic wealth management needs, and he is privileged to help his client base navigate each life stage. Prior to joining Farther, Jordan held roles at Bank of America and Merrill Lynch.

A graduate of Yeshiva University, Jordan resides on Long Island with his wife and 1-year-old daughter. An avid golfer and traveler, Jordan cherishes the time he gets to spend with his family and friends.