Jordan Swift

Financial Advisor

2815 Townsgate Road
Westlake Village, CA 91361
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Jordan works with individuals, families, and business owners to build customized financial plans designed to target their goals, as well as providing comprehensive retirement plan services. Jordan started his career at Bank of America in 2008, transitioned to Merrill Lynch Wealth Management in 2010 and joined the Bachman-Herron group in 2014. He graduated from the University of California, Channel Islands, with a bachelor’s degree in applied mathematics. Jordan lives in Simi Valley, California, with his wife, Elizabeth, and their son, Ezekiel. He spends his free time exploring California with his family, and he’s an active member in his local church. “As a walk-on basketball player at the Master’s University, I learned the importance of discipline and teamwork for success. Working at the same Firm my entire career has allowed me to leverage all the available resources, giving my clients the best possible solutions available.”

Financial Planning with Merrill Personal Wealth Analysis® (PWA)
About Me

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jordan Swift is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WY.