Wealth Manager

Jordan Dunsmore, CEP

Jordan grew up in the Chicago suburbs and earned his Bachelor’s Degree in Business Marketing from Benedictine University in Lisle, Illinois. Before joining YTS Wealth Management, Jordan held positions with a boutique investment and insurance firm in Chicago and was Vice President of ETF sales with First Trust Portfolios, where he consulted with some of the largest financial advisory teams in the country. He passed the Series 6, 7, 63 and 65 exams (currently held with LPL Financial), and holds life and health insurance licenses. With over 15 years of financial services experience, Jordan has tailored a wealth planning process that manages risk and provides predictability to families, business owners and young professionals.

Outsideof the office, Jordan is involved with the Pittsburgh Society of InvestmentProfessionals, is a member of the Pittsburgh Field Club, and serves as a boardmember of the World Salvation Center. Prior to his career in the financialservices industry, he was a “Class A” PGA Professional at Butler National GolfClub in Oak Brook, Illinois, and The Bear’s Club in Jupiter, Florida. Jordanlives in Cranberry, Pennsylvania, with his wife and three young sons.

Go back