An Advisor for Your Family from a Family of Advisors

Jordan Wedell grew up in a community of advisors, with his father, brother, and a close family friend all serving as financial advisors. He’s seen firsthand the impact an advisor can have on an individual, their family, and their life. His team’s passion is to help others achieve their version of financial independence through comprehensive planning and tax saving opportunities.

About Us

Wedell Wealth Team

Jordan Wedell’s passion is to help others achieve their version of financial independence through comprehensive planning and tax-saving opportunities. By partnering with his clients, he seeks to become their knowledgeable resource in managing and building wealth centered around their long-term vision and short-term goals. From financial education to complex planning, Jordan’s goal is to help clients get organized, gain the courage to keep moving towards financial independence, and help them stay focused on what’s in their best interests. Ultimately, he’s found this allows them to live fuller lives, as they are able to be  fully present with their families, careers, and passions. Having had the fortune of growing up in a family of advisors—with his brother, father, and a close family friend as mentors—Jordan has personally seen the impact an advisor can have on families’ lives. If you would like to explore whether the Wedell team is a good fit for you, please reach out to Jordan at 615-861-3510, and he will find a time that works best for you.

Meet the Team

Learn more about each of the dedicated members of the Wedell Wealth Team.

Jordan Wedell, CFP®

Vice President, Southwestern Investment Group | Investment Executive, RJFS

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Connor Jeffries

Financial Advisor, Southwestern Investment Group

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Emily Rogers

Director of Client Operations

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Contact Our Team

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Our Location

801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-3510

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