Jordyn Wagner is the Financial Administrative Assistant for Rassler Financial. In this role, she helps with all business needs, including back-office tasks, paperwork and assisting clients.
She came to Rassler Financial after working for American Century Investments in Kansas City. Jordyn worked multiple roles in client services by helping clients with opening accounts and account-related questions. She has her Series 7 and Series 63 licenses.
Clients enjoy working with her because she’s an empathetic listener who strives to understand their situation and will help them find a solution.
Jordyn is a native of Kingman, Kansas. She studied finance and marketing at Kansas State and earned an MBA from MidAmerica Nazarene University.
She and her fiancé, Joe, moved to Philadelphia from Kansas City with their nine-pound Yorkie, Ace. You are likely to find them exploring restaurants and music venues throughout the city. She’s an avid sports fan and wants to travel to every Major League baseball stadium.
Rassler Financial, 230 S. Broad Street, 17th Floor, Philadelphia, PA 19102.
We are licensed to sell Insurance Products in the following states: California, Connecticut, Delaware, Florida, Maryland, Massachusetts, New York, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, Washington DC.
We are registered to sell Securities in the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Montana, North Carolina, North Dakota, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, Washington, and Washington DC.
California Insurance License #: 0E93254
Securities offered through Triad Advisors Member FINRA / SIPC; Investment Advisory Services offered through Continuum Advisory, LLC., an Independent Registered Investment Advisor. Continuum Advisory, LLC and Rassler Financial, LLC are not affiliated with Triad Advisors.
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