Jordan Jensen

Investment ManagementRetirement PlanningTaxesFinancial Life Planning
Written By Knapsack
 

Wealth Advisor

Areas of Focus

  • Financial Life Planning

  • Investment Management

  • Retirement Planning

  • Taxes

Flower Mound, TX
(serving clients nationwide)

 
 

Qualifications & Experience

  • B.S. in Finance and Financial Management, Elmhurst University

  • Derivatives Analyst on the OTC Derivatives Team at Northern Trust, Chicago

  • Securities Trader & Portfolio Manager at CAPTRUST (4+ years)

  • Financial Advisor at Soltis Investment Advisors (2022–2025)

  • Wealth Advisor at ONE Advisory Partners (joined 2025), offering tailored financial planning and investment advisory services

About

Jordan Jensen is a Wealth Advisor at ONE Advisory Partners in Flower Mound, Texas, serving clients nationwide. He earned his B.S. in Finance and Financial Management from Elmhurst University. He began his career at Northern Trust in Chicago as a Derivatives Analyst, working with complex investment instruments. He then spent over four years at CAPTRUST, advancing from Securities Trader to Portfolio Manager. In 2022, he joined Soltis Investment Advisors in the Dallas–Fort Worth area before becoming a Wealth Advisor at ONE Advisory Partners in 2025.

Jordan specializes in financial life planning, investment management, retirement planning and tax guidance. He combines analytical depth from his trading desk experience with a client‑focused mindset. He builds personalized financial plans with clarity and strategy to support clients’ long‑term goals. Jordan emphasizes strong relationships, active listening and strategic thinking to deliver comprehensive advisory services. His goal is to empower clients to feel informed, confident and prepared for their financial futures.

Knapsack

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