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Joanne Jordan Ameriprise Financial Advisor

Joanne Jordan

CFP®, CLU®

Financial Advisor

415.623.2450 | joanne.f.jordan@ampf.com

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The Team

JORDAN, MILLER & ASSOCIATES

44 Montgomery St, Ste 4210
San Francisco, CA 94104-4815
415.623.2450

Jordan, Miller & Associates' mission is to provide brilliant financial solutions through fee based financial planning services which help our clients achieve their short and long term goals. We strive to do this in a fun loving environment that holds our client's needs and wishes at the core of all decision making. Our firm is comprised of loyal, hard working individuals that value family and work life balance.
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Advisors

Abraham Martinez

Abraham Martinez

Financial Advisor

with the practice of Joanne Jordan

abraham.x.martinez@ampf.com

415.623.2450

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Daniel Platt

Daniel Platt

Associate Financial Advisor

with the practice of Joanne Jordan

Daniel.G.Platt@ampf.com

415.623.2450

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Staff

Chyrlyne Gammad

Chyrlyne Gammad

Client Service Manager

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Francisco E Alfaro

Francisco E Alfaro

Marketing Coordinator

francisco.e.alfaro@ampf.com

Jim Rosenau

Jim Rosenau

Business Development Manager

415.623.2450

jim.rosenau@ampf.com

Rocio Puch

Rocio Puch

Marketing Consultant

415.623.2450

rocio.x.puch@ampf.com

Cindy Du

Cindy Du

Client Service Specialist

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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