Jordan Frank Series 65
Based in Boston, Jordan supports advisory work with an analytical, client-focused approach that helps bring structure and clarity to complex financial decisions.
Ways to Connect
Jordan Frank is a Wealth Advisor Associate at Mission Wealth. In this role, he works alongside his advisory team to support comprehensive wealth planning and deliver a thoughtful, organized experience for clients.
Drawing on his background in financial systems, data, and client-facing consulting, Jordan brings a structured approach to helping clients move toward their goals with greater confidence.
“Financial decisions can feel overwhelming, especially when there is so much uncertainty about the future. I find it incredibly rewarding to help turn that uncertainty into a greater sense of direction, confidence, and possibility.”
Professional Background
Before joining Mission Wealth, Jordan worked as a Workday Financials Consultant, partnering with businesses to improve processes, solve complex challenges, and find more effective ways to use financial data and reporting. The role gave him valuable experience working directly with clients, understanding their unique needs, and developing practical solutions. Jordan joined Mission Wealth in 2026, bringing that analytical and client-focused experience to his career in wealth management.
Jordan earned a Bachelor of Arts in Business Administration from the University of Florida in 2023 and a Master of Science in Information Systems and Operations Management, with a focus in Data Science, from the University of Florida in 2024. He also holds the Series 65 license.
Personal Pursuits
Jordan enjoys staying active throughout the year. During the warmer months, he can often be found playing basketball, tennis, pickleball, or beach volleyball, while winter provides opportunities to ski. An avid reader, Jordan particularly enjoys nonfiction covering cultural anthropology, history, archaeology, and sociology, along with the occasional science-fiction book. Originally from Miami, he now lives in the Boston area and enjoys exploring New England.
Community Impact
Jordan founded Study Buddies, a pro bono tutoring program that provides free academic support, primarily in mathematics, to middle school students who may not otherwise have access to tutoring. Through the program, he aims to help students build their skills and ensure more young people have the opportunity to succeed.
Request an introduction to Jordan Frank.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Jordan Frank and Mission Wealth may be the right fit to support your life and financial goals.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor