Jordan Wedell

My passion is to help others achieve their version of financial independence through comprehensive planning and tax saving opportunities.
Today, more than ever, this can be just downright difficult. By partnering with my clients, I seek to become their knowledgeable resource in managing and building wealth centered around their long-term vision and short-term goals. From financial education to complex planning, my goal is to help clients get organized, gain the courage to keep moving towards financial independence, and help them stay focused on what’s in their best interest. Ultimately, I’ve found this allows them live a fuller life as they are able to be fully present with their families, careers, and passions.

Having had the fortune of growing up in a family of advisors with both my brother, father, and close family friend as mentors, I have personally seen the impact an advisor can have on families lives.

If you would like to explore if we’re a good fit for each other, you’re welcome to reach out to me at 615-861-3510 and we can find a time that’s best for you.

Learn more about what we do: Southwestern – Our Process

Wedell Wealth Team - Planning

Team Members

  • Jordan Wedell

    Jordan Wedell

    Financial Advisor, RJFS

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    Jordan is unique in the sense that since he was in middle school, he knew exactly what he wanted to do when he grew up – become a Financial Advisor.

    Jordan is an extremely sharp, customer service focused financial planning professional and has received his Series 7, Series 66, and Life, Health & Insurance Licenses. Jordan graduated in Lexington, KY from the University of Kentucky and has called Nashville home since 2012. He is originally from Chicago, IL, and has had the fortune of growing up in a family of advisors with both his brother, father, and close family friend as mentors, each running top practices the Chicagoland area. They continue to inspire his passion for helping others, as well as his admiration for the service Financial Advisors help provide in the lives of their clients.

    In the early years of his career, Jordan was mentored by a handful of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating complex planning strategies and processes for well over 200 financial plans.

    Prior to joining Southwestern Investment Group, Jordan made a strategic decision to begin his career as an entrepreneur. Over several years he helped build and grow several early stage businesses, most notably launching a disruptive travel service, the North American sales and marketing headquarters for a European corporation, as well as doubling the revenue of an established corporation in less than two months.

    Jordan draws from that experience and is known for his forward-thinking initiatives, attention to detail, passion for reaching others hearts, and resourceful solutions in support of his clients’ goals.

  • Emily Rogers

    Client Services Specialist | Branch Associate, RJFS

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    Emily Rogers is a Nashville native and has worked in the financial and insurance industry since 2011. With over five years of experience in securities, insurance and personal client relationships, she has joined Southwestern Investment Group as Client Services Specialist. Emily is passionate about helping clients achieve their financial goals.

    Emily attended Trevecca Nazarene University, where she earned a Bachelor’s degree in Music Business with a minor in Vocal Music.  She now lives in Murfreesboro, TN with her husband Matthew and their daughter, Evelyn.  They attend St. Mark’s United Methodist church, and in her spare time, Emily enjoys spending time with family, riding motorcycles, and finding opportunities to sing.