Jordan A. Letendre, CFP®
Jordan is a CFP®, dad, husband and fly fisherman.
Jordan sits on Grimes & Company’s Financial Planning Council and is also a member of The Financial Planning Association of Massachusetts. He enjoys helping clients develop a financial plan and investment portfolio that is aligned with their goals and objectives.
Jordan joined Grimes & Company in 2014 after working for an independent registered investment advisor on the North Shore of Massachusetts for several years. He is a graduate of Bryant University with a BS in Business Administration and a concentration in Financial Services. Jordan has also completed Merrimack College’s Certificate in Advanced Financial Planning program and earned the CFP® (CERTIFIED FINANCIAL PLANNER™) designation in 2013.
He also serves on the investment committee for St. Joseph’s Abbey in Spencer, MA where he is originally from.
In-between work and enjoying time with his wife and kids, Jordan tries to find time for fly fishing, skiing and learning to golf.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.