Julie A. Wurst, CFP
45yrs
Top advisor by experience in Tacoma
2yrs
Jordan Ford
Financial advisor at Financial Insights Wealth Management
Based in Tacoma, Washington, Jordan Ford is a fiduciary financial advisor with 2 years of industry experience. Jordan has been with Financial Insights Wealth Management since 2024. Financial Insights Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and hourly fees.
One of 304 advisors with offices in Tacoma, and one of 287 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1551 Broadway Suite 600, Tacoma, WA 98402
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$968,121
Advisors at the firm8
States licensed ?1 state
Services through Financial Insights Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowFinancial Insights Wealth ManagementCurrent firm
Contact Jordan
(253) 627-6010Financial Insights Wealth Management main office 1551 Broadway Suite 600Tacoma, WA 98402Office · Get directions LinkedIn pageFinancial Insights Wealth Management
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Questions to ask Jordan
Tailored to Jordan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jordan
How do I contact Jordan?
Call Financial Insights Wealth Management at (253) 627-6010 and ask for Jordan Ford. Jordan works from the Tacoma, WA office.
How long has Jordan been a financial advisor?
Jordan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jordan hold?
Series 65. Tap any license on this page to see what it allows.
Is Jordan a fiduciary?
Jordan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jordan paid?
Financial Insights Wealth Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Jordan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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