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About
Jordan Wesley is Senior Trader at Destination Wealth Management, based in Walnut Creek, California. In this role, he oversees trading operations and executes sophisticated investment strategies for client portfolios, with a focus on maintaining trade efficiency and risk management.
Wesley specializes in trading across multiple asset classes, including equities and fixed income, catering to high-net-worth individuals and institutions. His work is instrumental in ensuring precise execution and alignment with the firm's broader wealth management objectives.
With over a decade at Destination Wealth Management since 2011, Wesley previously interned at Royal Alliance Financial Services. He earned a Bachelor of Arts in Organizational Management from Patten University, bringing expertise in portfolio implementation and operational processes to the investment management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Destination Wealth Management | Senior Trader | Jul 2011 to Present | — |
| Royal Alliance Financial Services | Internship | Sep 2009 to May 2010 | — |
Education
Patten University
Bachelor of Arts (B.A.), Organizational Management
2005 — 2010
Skills & Expertise
Others at Destination Wealth Management (2)
| Name | Role | Location |
|---|---|---|
 | Senior Portfolio Analyst and Team Lead | CA , United States |
 | Investment Associate | CA , United States |
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|---|---|---|---|
 | Partner | Capital Performance Advisors LLP | Walnut Creek, CA , United States |
B Brian Gemmer | Principal and Portfolio Manager | Gemmer Asset Management LLC | Danville, CA , United States |
M Michael Mischler | Associate Partner and Portfolio Manager | Gemmer Asset Management LLC | Walnut Creek, CA , United States |
