established in 2015
This company was created from a growing need to provide a service to our clients that involved a personal touch to their entire financial picture. A foundation in financial and tax planning allows us to integrate important financial decisions with your individual needs in mind. This allows us to ensure efficiency in all aspects of your financial life. Our goal is to provide personalized financial planning, one step at a time.
S. Jordan Walton, MAFM
Walton Wealth Management Inc.
Investment Advisor Representative,
Bachelor of Arts with Major in Business/Economics & Minor in Ethics
Master's Degree in Accounting & Financial Management with Distinction
Devry University's Keller Graduate School of Management
Jordan began his career in the financial industry working for his father's tax accounting firm. After graduating with a BA in Business/Economics from Randolph-Macon College, he took a hiatus from this industry after being signed to play professional baseball for the St. Louis Cardinals. During his career, he took notice to the lack of emphasis on proper financial management by his teammates and coaches alike.
After his baseball career ended, he decided to pursue a career as a financial planner to be able to help those in need of navigating their financial situations. He started by working for a company in Atlanta, GA that specialized in helping independent financial advisors grow their businesses. The knowledge gained by helping hundreds of advisors around the country led to his decision to come home, gain his masters in Accounting and Financial Management, obtain professional licenses that allow him to be a fiduciary for his clients, and create his own independent financial advisory firm.
Jordan's professional licenses include a Series 65 Uniform Investment Advisor Law Examination and a Life & Annuities Insurance License. He is an Investment Advisor Representative with Gradient Advisors, LLC. Gradient Advisors provide industry leading back office support as well as provide access to the professionally managed porfolios offered to our clients
Jordan currently resides in Ashland, VA with his wife, Shea, their daughter, Lillian, and their dog, Turner.