Financial Advisors
Cedar Park, TX
Jordan Brown is a CFP® certified financial advisor at Edward Jones in Cedar Park, specializing in comprehensive wealth strategies, estate and legacy planning, business retirement plans, and college savings. With a focus on high-net-worth clients ($250,000+), Jordan provides personalized financial guidance to help clients build and protect their wealth through strategic planning and investment management. Supported by team member Bronwyn Swartz (AAMS®, FPQP®), the practice delivers tailored financial solutions for clients seeking professional expertise in retirement, business succession, and generational wealth transfer.
Ideal for: High-net-worth individuals ($250K+), business owners, families planning wealth transfer, pre-retirees and retirees
Service area: Cedar Park, TX and surrounding Austin metropolitan area
CFP® Certified Advisor: Jordan Brown holds the Certified Financial Planner® designation, demonstrating advanced training and commitment to fiduciary standards in financial planning.
Specialized in Wealth & Legacy Planning: Focuses on estate strategies, business retirement plans, and college savings—addressing complex financial needs beyond basic investment management.
Edward Jones Partnership: Backed by Edward Jones's institutional resources and research capabilities, providing access to comprehensive planning tools and ongoing market insights.
Address: 1903 Cypress Creek Road STE 103, Cedar Park, TX 78613
Phone: (512) 506-8580
Website: edwardjones.com
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