Jaco Jordaan, CFP®, CFA, CRPS®ChFC®, CAIA, EA
Wealth Manager
Jaco Jordaan is a Wealth Manager with Riverchase Wealth Management, LLC, in the Upper St. Clair/Pittsburgh, PA, area. Jaco has worked in the financial services industry for nearly 30 years helping individuals and families to implement financial strategies to enable non-financial life goals. Jaco earned his Bachelor of Business Administration in Marketing from the University of Texas at Austin and his Master of Science in Financial Analysis from the College for Financial Planning.
Jaco is also:
- A CERTIFIED FINANCIAL PLANNER™ practitioner
- A Chartered Financial Analyst charterholder
- A Certified Retirement Plans Specialist
- A Chartered Financial Consultant
- A Chartered Alternative Investments Analyst
- And an Enrolled Agent with the Internal Revenue Service
Through his career, Jaco has helped to guide tax professionals to provide financial planning services to their clients, worked as a high-net worth private bank wealth manager and portfolio manager, and served as Chief Investment Strategist for a national financial services company managing over $2 billion on behalf of clients. In 2016, Jaco made the decision to leave the corporate world to focus on helping clients directly with their financial planning and investment management needs. His experience with a variety of business models and products lead him to establish as a fee-only advisor to remove the conflict of interest of revenues being tied to the sale of specific products. Being fee-only allows for objective advice in the best interest of each family with which he works.
Jaco, Sean and Rett first met as colleagues in 1997 and worked together for several years before pursuing different career paths in financial services. Through nearly three decades, they've been friends, camping/hiking buddies, and professional resources for each other. They've now come full circle with a unified focus on helping clients through Riverchase Wealth Management.
Jaco and his family reside in Upper St. Clair, Pennsylvania, where they moved to raise their two kids in closer proximity to grandparents and family. While Jaco is located in Pennsylvania, he serves clients nationwide via virtual connections, with primary client locations in Texas and Colorado.
