Jordan Ceraso, a Vice President at One Wealth Management, has over 14 years of investment and market-based experience. Jordan defines success by creating sustainable, predictable and measurable plans for his clients.
Jordan began his financial advising career after being a client of an affiliate financial services firm. Distinguishing the true aspects of advising, “having a plan” versus letting products determine the plan, sparked a fire in Jordan, leading him to be the passionate advisor he is today.
Jordan has always had a keen interest in the financial markets. During his college years he worked on the floor of the New York Mercantile Exchange as a trader’s assistant in the unleaded gas and heating oil markets. After graduating from the University of Maryland at College Park, with a bachelor’s degree in finance; Jordan went on to begin his career at the American Stock Exchange for a options specialist firm. Following his time at the American Stock Exchange, Jordan joined Kamunting Street Capital Management, a hedge fund in NYC, focused on capital structure arbitrage. During nearly 8 years at the firm as a trader, Jordan honed his experience in the global credit and equity markets. Jordan advanced to manage Kamunting Street’s European fixed income and equity portfolio. His experience and knowledge in dealing in global markets are vital resources to One Wealth Management. Jordan leverages his acumen for the global markets with an understanding of human behavior to create and manage solutions for his client’s accumulation and distribution phases of life.
Jordan and his wife have a young son, who Jordan hopes one day will share his passion for the world’s sport…soccer! Family, health and sports are paramount in Jordan’s life.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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