Jordan Felix

Sr. Client Success Manager

Jordan Felix is a Senior Client Success Manager at Facet with over six years of experience helping people navigate their financial decisions. Jordan has worked with several different firms, helping with a diverse client base. His passion came early from his mother, who worked in the wealth industry in New York City. He went on to get his degree in Economics from the University of Central Florida and saw a pressing need to help others make objective decisions with their portfolio. Along with helping people have financial peace, Jordan is an avid golfer, enjoys music, and spends Saturday afternoons at vineyards with his wife.

Education: University of Central Florida (BSBA)

"Skills are cheap. Passion is priceless." Gary Vee

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Get to know Jordan

Wedding day

My family

New Year’s Eve

Sunny day in Florida

What's your favorite movie?

Good Will Hunting.

What's your secret talent that no one knows about?

I have never lost a staring contest in my life.

What are you passionate about?

I started playing golf in 2021. I have a goal to be a scratch golfer by the end of 2022.

Where's your favorite place in the world?

Winston Salem, NC.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.