Years in Practice: 20
Years with Current Firm: 6
Assets Under Management in 2017: $250 million
Jordan Eiler, second-generation banker, grew up on the bond desk at his father’s firm. He learned how to manage a book of high net worth clients and maintain operational excellence, from his mother, who served large financial institutions as the head of compliance. It is no wonder he was drawn to a career in financial services, which led him to his current position, as Director of Wealth Management for California, at BBVA Compass.
Eiler is honored to serve some of the wealthiest families in California, as he oversees BBVA’s banking efforts in the region. With nearly 20 years of experience in the financial services industry, and a heavy focus on forging strong and sustainable relationships, he has been able to cultivate an impressive book of business, and attract powerful new clientele to help position BBVA as a national leader in wealth management services. He is a certified wealth strategist, designated by the Cannon Financial Institute, and holds current CA life insurance, series 7 and 66 licenses.