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About
Jordan Hofmann is a Financial Planner at SYM Financial Advisors’ Fort Wayne office, where she applies her strong background in trading and portfolio rebalancing to deliver tailored investment solutions to clients. In her current role, she focuses on managing diversified client portfolios, overseeing trading operations, and implementing strategic rebalancing across equity and fixed income asset classes. Jordan is known for her analytical approach and her ability to align portfolios with individual client goals.
Before joining SYM Financial Advisors in 2023, Jordan served as an Intern at Galecki Financial Management, where she gained experience in wealth management and client service. Her previous roles at Walmart as a Backroom Associate, Pharmacy Technician, and Cashier provided her with a strong foundation in teamwork, problem-solving, and client relations.
Jordan earned her Bachelor of Science in Finance from Purdue University Fort Wayne, further reinforcing her expertise in investment principles and portfolio management. Her professional strengths include portfolio rebalancing, trading execution, and supporting clients with strategic investment decisions, primarily within the equity and fixed income sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| SYM Financial Advisors | Trader | Mar 2023 to Present | Responsibilities of the Trader include conducting and monitoring the ongoing trading activities of the firm. Traders deliver high-quality service to clients, analysts, advisors, and client support rep... |
| Galecki Financial Management | Intern | Aug 2022 to Mar 2023 | During my internship with Galecki I gained experience in financial planning by assisting and shadowing the financial advisors of the firm. Additionally, I worked on projects with the operations manage... |
| Walmart | Backroom Associate, Pharmacy Technician, Cashier | Jun 2018 to Jan 2022 | Throughout my time at Walmart I was cross trained in many departments. Job Responsibilities: -Performed purchasing transactions on the register while providing customer service. -Filled prescription m... |
Education
Purdue University Fort Wayne
Bachelor of Science - BS, Finance
2020 — 2023
Huntington North High School
2016 — 2019
Others at SYM Financial Corp. (2)
| Name | Role | Location |
|---|---|---|
 | Chief Investment Officer | Winona Lake, IN , United States |
T Tami Hartman | Lead Trader | Winona Lake, IN , United States |
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 | Investment Analyst | Creative Financial Designs Inc. /adv | Kokomo, IN , United States |
J James Kelley | Portfolio Manager | Creative Financial Designs Inc. /adv | Kansas City, MO , United States |
