Eric R. Jordan CEO/Founder
Wealth Management Advisor, Integrated Investment Concepts/GCS
(888) 909-1117 | ejordan@gcsec.com
(909) 601-7222 | ejordan729@gmail.com
Eric Jordan has been in the financial services industry for the last 30 years. He began his career in 1989 with LPL Financial Services as a Mutual Funds Coordinator and after a year in that position was requested to work on the trade floor. Over the next 6 years, servicing more than 8,000 investment professionals, he was selected twice by the firm’s top producers as the number one employee. Upon their urging, Eric decided that he could do more good servicing clients and their families directly.
In 1996 Eric decided to branch out and become an independent advisor and remained with the company for an additional 5 years. After a brief stop at another firm, he eventually settled with his current broker dealer Gold Coast Securities, where he has remained for the last 21 years. Integrated Investment Concepts is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
For the past 26 years, we have been teaching our clients how to protect their retirement assets from market losses and taxation, ensuring they continue to build wealth in a safe and efficient manner.
Whether your goal is freeing up assets for retirement, maximizing your life insurance benefits, or perfecting your estate strategy, our team of experts will provide you with the knowledge and advice to feel confident in you and your family’s financial future.
Eric currently holds several securities licenses, to include Series 6, 7, 24, 63, 66, Life & Health.
He is also a licensed “Fiduciary” and is held to much higher and stricter standards by the regulatory industry.
Integrated Investment Concepts is an “Accredited Business” with the BBB.
Away from the office, Eric enjoys playing golf, hiking, camping or “Glamping”, boating, time on the range, serving in his church and spending time with his family. He resides in Inland Empire with his wife, Deidre, and their three labs Thor, Kona, and Lani, two Boston’s, Mako and Nalu, plus one cute little Belgian Malinois puppy named Freya.