Jordan Dunsmore
Partner, Senior Wealth Manager at
YTS Wealth Management
Years of Experience
18 years
Number of Clients
160
Average Client Size
$1,500,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I want my clients to feel comfortable reaching out to me about anything involving their financial life. There are no “dumb” questions, and no question is too small. When you ask for my opinion, I’m going to give you one. I’ll give you a straightforward recommendation, explain the reasoning behind it in plain English, and make sure you’re comfortable with the decision. To me, that’s what a good advisor relationship should feel like.
Clientele
I work with clients at different stages of life, but much of my practice is focused on people approaching retirement and those who are already retired. They’ve worked hard to get where they are and want someone they trust to help them make good decisions with what they’ve built. I also work with younger professionals who are looking to build wealth, make smart decisions, and put themselves in a strong position for the future.
Services Provided
Investment Management
Estate Planning Strategies
Financial Planning
Investment Planning
Specialties and Expertise
Credentials and Designations
Series 7 - General Securities Representative Exam
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Series 65 - Uniform Investment Adviser Law Exam
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Series 66 - Uniform Combined State Law Exam
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Pricing Models
Education
Benedictine University
Obtained in 2006
Advisor Links
Disclosures and Proof of License
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