Born and raised in the Dallas-Fort Worth metroplex, Jordan T. Van Meter is a graduate of Abilene Christian University, double majoring in Accounting and Finance. Upon graduation, Jordan worked in taxation before transitioning to Fidelity Investments as a Fixed Income and Equity Trader. Jordan also has experience in a non-correlated aspect of the industry, raising capital in the Reg D sector aimed at single family dwellings.
Jordan works diligently to understand the circumstances of every client’s unique situation and leverages his vast array of industry knowledge to make a wholistic and custom approach to every relationship he encounters. He says, “Coordination and communication are the two most important factors to growth.” To expand further, Jordan takes a unique path in understanding his client’s needs, in order to give them the best level of service and guidance possible. Jordan joined the UNIFY team due to these similar beliefs and UNIFY’s dedication to providing the best support and advice for current and future customers.
In his spare time, Jordan enjoys snowboarding, backpacking, and playing golf. An avid sports fan, he is a big supporter of the Dallas Cowboys, Stars, Mavericks, Texas Rangers, FC Dallas, and Formula 1 racing. Jordan currently resides in the Dallas-Fort Worth
metroplex and is working out of the Frisco office.
Home Office: Frisco Branch
3333 Preston Road #101
Frisco, TX 75034
Professional Services & Products:
- Tax Advantaged Investing
- Income Investments
- Asset Allocation
- Alternative Investments
- Stocks & Bonds
- Mutual Funds, ETF's & CEFs
- College Savings Accounts
- 401(k) & IRA Rollover Services