People

  1. Home
  2. People
  3. Jordan Waxman
Jordan Waxman

Jordan Waxman

Formal First Name
Jordan
Link
LinkedIn
Location
New York

Jordan Waxman is the Managing Partner of Nucleus Advisors, a private wealth planning and management firm. He also serves on the Board of Directors of Hightower Advisors. Prior to this, Waxman was a Senior Vice President of Investment at Merrill Lynch, and a former Vice President at Goldman Sachs. He has been ranked among the top 100 financial advisors for several years by Forbes Shook, Barron’s, the Financial Time, and other publications. Jordan Waxman specialized in tax, wealth transfer, philanthropic and estate planning, as well as in asset risk management.

Professional Experience

Academic History

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

Copyright Finnotes.org © 2018 - 2020