Jere Jordan is a Financial Advisor with Essex Financial Services. She has been a licensed Financial Consultant since 2003, supporting clients through her most recent affiliation with LPL Financial Services and American Eagle Financial Services. A graduate of The University of Georgia with a Bachelor’s degree in Accounting, Jere has worked in the Financial Services industry since 1979, holding a variety of positions at both Aetna and PriceWaterhouseCoopers. Jere believes in working in partnership with her clients to develop investment strategies that are aligned with each person’s individual financial goals and needs. She has a special interest in Retirement Planning and developing income generation strategies that reduce financial uncertainty in the retirement years. Jere is a strong communicator and believes in providing education on investments so that her clients are well informed and have a high degree of comfort and knowledge in their investment choices. She holds FINRA Series 7 and 66 Registrations, a CT Life & Health Insurance License and a CT Partnership for Long Term Care Certification.
Jere and her husband Kevin have resided in East Hampton CT since 1985.
Jere is supported by Client Relationship Manager Liz Haas.