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Our financial advice team


Jordan Bernstein

Jordan Bernstein

Financial Advisor

Investment Specialist
Camelot Wealth Management Partners
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Investments
  • Insurance
  • Intergenerational Planning
  • Sustainable and Responsible Investing

Qualifications

  • Series 7
  • Series 66
  • Florida 215 Life and Health Insurance

Education

  • Florida State University, 4 years, Tallahassee, Florida
  • Bachelor in Economics with a Minor in Business