Single Family OfficeRIA · CRD 115588SEC-Registered

Updated:

Jordan Wealth Management

JORDAN WEALTH MANAGEMENT is an SEC-registered investment adviser in POCATELLO, ID. The firm manages approximately $73 million in regulatory assets.

Jordan Wealth Management

JORDAN WEALTH MANAGEMENT is an SEC-registered investment adviser in POCATELLO, ID. The firm manages approximately $73 million in regulatory assets. It has 4 employees and 4 investment advisers.

General information

Firm type

Single Family Office

Principals

John W. Jordan II

Principal

Sector focus

IndustrialsManufacturingDiversified

Frequently asked questions

Who runs investment decisions at Jordan Wealth Management?

John W. "Jack" Jordan II is the named principal overseeing the family office. He co-founded The Jordan Company in 1982 and led its evolution into a multi-billion-dollar mid-market buyout firm. Investment decisions at the family office are closely aligned with the deal flow and relationships originating from The Jordan Company's platform.

How does Jordan Wealth Management source proprietary deal flow?

The family office sources investment opportunities primarily through its deep relationship with The Jordan Company, the private equity firm founded by John W. Jordan II. This allows the office to co-invest alongside the firm in industrial, manufacturing, and business services transactions without competing independently for auctioned deals.

Is Jordan Wealth Management structured as a single family office or does it operate more like a venture firm?

Jordan Wealth Management is a single family office. It does not invest on behalf of third-party capital or operate as a venture firm. Its mandate is to manage the personal liquidity generated from The Jordan Company's fund realizations, and its strategy reflects an industrialist's approach rather than a technology or venture posture.

Where does the underlying wealth come from?

The wealth traces to The Jordan Company, a Chicago-area private equity firm co-founded by John W. Jordan II in 1982. The firm specialized in middle-market buyouts across industrials, logistics, and manufacturing, raising over $18 billion in cumulative capital and generating substantial realized returns for its founders over multiple decades.

Does Jordan Wealth Management maintain philanthropic structures, and how are they separated?

The Jordan Family Foundation serves as the primary philanthropic vehicle, with grant-making focused on education, healthcare, and religious causes. It operates separately from the investment activities of the family office, though both are tied to the same principal. Public filings indicate directed giving primarily concentrated in the Chicago metropolitan area.

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