Jordan Dechtman

About Me

About My Firm

Wealth Advisor

Series 6, Series 22, Series 63, licensed in over 23 states for Securities and Variable Insurance products

Jordan Dechtman, a Denver financial planner, is proud that he is an Investment Advisor Representative. He has been doing it for over 25 years. On June 15, 2009, Jordan was named to Securities America's Circle of Stars for 2008 as the third out of the top 10 representatives for Securities America. Steve McWhorter, former Securities America CEO, commented that Jordan achieved this distinction, in spite of the tough 2008 market conditions, with diligent effort and his ongoing commitment to high ethics and high service levels.

Jordan Dechtman is an Investment Advisor Representative serving successful individuals in the Metro Denver Colorado area. Since 1984, Jordan Dechtman Wealth Management has provided the service and experience people deserve but but may not be receiving. We strive for strong rates of client retention and are always seeking client referrals.

The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 7% of wealth managers in the Denver area in 2009 and reflects those scoring highest in client satisfaction. Wealth managers were identified by surveys conducted with 74,000 consumers and 5,200 financial professionals, and evaluated across nine attributes - customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores reflect an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success.

1984

Jordan majored in finance at the University of Arizona, and entered financial services in the early 1980s. He’s been an Investment Advisor Representative for two decades and a Colorado resident for 25 years.

Away from work, in his leisure time, he is devoted to being a good husband and dad. He is an avid golfer – in fact, sometimes his family will join him on the course. He also likes to take his family hiking and biking along the Front Range.

Denver, Colorado including Centennial, Douglas County, Castle Rock, Colorado Springs, Highlands Ranch, Greenwood Village, Cherry Hills Village, Columbine, Castle Pines, Boulder, Mapleton Hill, Englewood, CO

Financial Advice, Financial Planning, Retirement Distribution Strategies,Tax Reduction Planning & Strategies, Wealth Preservation, Estate Planning

Jordan Dechtman Wealth Management has set the following guiding principles:

■Thoroughness - Our experienced team of wealth managers anticipate your financial challenges and address them effectively and efficiently.
■Convenience-By centralizing the Wealth Management process, you can spend less time thinking about your financial affairs and more time doing what you love to do.
■Discretion-A high degree of discretion is required order to offer you maximum protection and to protect and preserve your confidentiality.
■Value-Consolidating financial services through Jordan Dechtman Wealth Management helps you reduce your investment costs through more strategic, comprehensive planning.
■Independence – As an Investment Advisor Representative, we represent you, not any particular company.

To advise our clients with integrity, and to help them make informed and educated financial choices. We will accomplish this through education, communication and superior client service. Knowledge, Trust & Integrity is what we stand by.