Jordan Jensen

Jordan Jensen
Vice President Financial Consultant Truist Investment Services, Inc.

4414 SW College Road

Suite 1450,

Ocala, FL 34474

Jordan.jensen@truist.com

Phone 352-390-2841

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About me

Background

Jordan began his career in the financial industry in 2013 as a personal banker with Wells Fargo. He quickly realized his passion for helping families with more complex needs and providing personalized relationship management. A few years later, Jordan accepted the position of Senior Premier Banker. With a focus on goal-based financial planning, he ran a practice up until joining Truist Wealth in January 2026.

Jordan gets the most satisfaction from making a difference in clients’ lives and giving them knowledge that they have a plan in place for their financial future.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Jordan prioritizes family time. He and his fiancé, Geri, have 6 children who keep them busy with the many sports and activities they are involved in. Jordan enjoys basketball and football and is a die-hard MN Vikings fan. During free time you will find him enjoying a variety of outdoor activities or working on home improvement projects.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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