Jordan A. Smith

Jordan A. Smith

Financial Advisor

Jordan joined the Kock Financial team in May of 2021. He is a graduate of the University of Wisconsin Madison’s School of Human Ecology Personal Finance program and is actively working towards his CFP certification. He holds the following certifications and licenses:

  • Series 65 securities registration
  • State of Wisconsin Licensed producer of health, accident, and life insurance

Jordan was born and raised in Madison and in his free time enjoys playing golf and DJing music alongside his renowned library of hand-programmed light shows. He is an avid basketball fan and Badger season ticket holder.

Jordan has a passion to help people and be an indispensable part of their life journey, which perfectly aligns with Kock Financial's emphasis on client service and trust. His first-hand experience seeing these principles in action attracted him to become a part of the Kock Financial Team.