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Jordan Spencer (CFP®)

Jordan Spencer focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Insurance Related Issues

Planning Specialties

We specialize in the needs of corporate counsels and in-house attorneys. We are located in the Oklahoma City Metro, and connect with all our clients virtually, nationwide.

NAPFA Start Date

December 14, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6608 N. Western Ave Suite 1235 Oklahoma City, OK 73116 Phone: (405) 585-7393
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