Business Development

Jordan Andreola

Director, Business Development  |  Check me out on BrokerCheck

Jordan Andreola currently serves as Director of Business Development at 1st Global. In this role, he works directly with high-achieving CPA, tax and estate planning professionals, to design and implement sustainable growth strategies.

Prior to joining 1st Global in 2011, Jordan was a financial advisor at J.P. Morgan, where he served families in the Park Cities area of Dallas. He has also held positions at Acceleration Retirement, a specialized consulting partner to 401(k) plan advisors and auditors, and Fidelity Investments, where his career in the financial services industry first began in 2005 as a trader before he grew into an institutional sales role.

Jordan has passed the FINRA Series 7, 24, 63 and 65 examinations and holds a Texas Life & Health Insurance license. He also holds the Chartered Financial Consultant (ChFC®) designation granted by The American College.

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Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.