Jordan Helfgott

Financial Adviser

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Jordan Helfgott has been recognized as a successful financial adviser involved in wealth management. His aim is to assist his clients in achieving their financial goals. For nine years, before joining Fortis Lux Financial, Jordan worked with Axa Financial and New York Life, (two major life insurance companies) and focused on guiding and structuring client’s financial needs. Moving along within his career, he was recruited by FortisLux- a well-established wealth management firm, which has become his most recent step forward in the financial services industry. He recognized Fortis LuxFinancial as a full-service company, boosting his own ability to offer his present and future clients an array of financial services. The list includes-financial planning, wealth management, insurance solutions and retirement services.

Before all this, Jordan majored in business and economics in college and developed a sound platform with which to launch his career. His initial work arose in the mortgage industry, where he spent six years as a successful consultant.  During a time of difficulty affecting the mortgage environment, he sharpened his ability to support clients. Looking to expand his career within the field of finance, he obtained the Series 7, 63 securities registrations.  

When not personally involved helping clients protect and grow their wealth, Jordan spends time with his wife, Nataliya, and their newborn daughter Juliana. In addition to career involvement, he loves to cook and prepare gourmet dishes for family and friends. He has even been considered, by those savoring his culinary creations, a star chef! And when he isn't in the kitchen, or with family, he displays notable talent employing graphic artist designs for children’s books. He has lately had the joy of involving himself in the writing of a young adult novel.

Jordan Helfgott is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. MemberSIPC (www.SIPC.org). 420 Lexington Ave. 25th floor, Ste. 2510, New York, NY 10170.                                              

CRN202407-269025