Jordan Creek Financial Solutions

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You help clients prepare for what's next. Have you done the same for your business?Too many advisors delay succession pl...
08/21/2026

You help clients prepare for what's next. Have you done the same for your business?

Too many advisors delay succession planning because retirement feels years away. But the most successful transitions aren't built in the final year. They're built through years of intentional planning.

The earlier you start, the more flexibility you have to identify opportunities, maximize value, and create a transition strategy that works for you and your clients.

At Jordan Creek, we help advisors plan ahead so they're ready when the time comes. Learn more: https://www.jordancreekfs.com/solutions/succession-and-continuity-planning/

Running your own business doesn't mean doing everything yourself.Advisors often feel pressured to choose between maintai...
08/13/2026

Running your own business doesn't mean doing everything yourself.

Advisors often feel pressured to choose between maintaining control of their practice and gaining access to the resources needed to grow. At Jordan Creek, you can have both.

Our team provides support across operations, technology, compliance, and business consulting so you can stay focused on serving clients and building the business you envision.

Learn how Jordan Creek supports advisors at every stage of growth: https://www.jordancreekfs.com/solutions/

Many advisors hit a point where growth slows, not because of a lack of ambition, but because they're spending too much t...
07/31/2026

Many advisors hit a point where growth slows, not because of a lack of ambition, but because they're spending too much time navigating operational challenges, outdated processes, or limited support.

At Jordan Creek, we help remove barriers that can hold your business back. From customized business consulting and integrated technology to personalized support and scalable solutions, we give you the resources to grow on your terms.

See how Jordan Creek can help you move your business forward: https://www.jordancreekfs.com/solutions/

No two advisors run their business the same way, so why should their technology be one-size-fits-all?Advisors are handed...
07/23/2026

No two advisors run their business the same way, so why should their technology be one-size-fits-all?

Advisors are handed a rigid tech stack and told to make it work. The result is a pile of tools that don't fit how you operate and create more work instead of less.

At Jordan Creek, you can build a fintech platform around the way you work. Choose the tools and integrations that fit your practice, keep your data flowing both ways, and give your clients a portal that reflects the experience you want to deliver.

See how flexible your technology can be: https://www.jordancreekfs.com/solutions/integrated-technology/

Staying put has a cost. It’s just not always obvious.Lost growth.Less flexibility.Opportunities you never get to explore...
07/09/2026

Staying put has a cost. It’s just not always obvious.

Lost growth.
Less flexibility.
Opportunities you never get to explore.

The industry is changing fast. The firms that support advisors should be evolving too. At Jordan Creek, we focus on helping you move forward with the right support, resources, and partnership to do it right: www.jordancreekfs.com/join-us/

As we celebrate our nation's independence, we are reminded of the values that guide us every day: freedom, opportunity, ...
07/04/2026

As we celebrate our nation's independence, we are reminded of the values that guide us every day: freedom, opportunity, and a commitment to the people we serve.

Wishing you a safe and happy Fourth of July from Jordan Creek Financial Solutions.

And that’s a wrap on our annual conference!As we close out a few incredible days together, we’re reminded how valuable i...
06/26/2026

And that’s a wrap on our annual conference!

As we close out a few incredible days together, we’re reminded how valuable it is to simply be in the same room. There is something special about stepping away from the day-to-day, connecting face-to-face, and learning from financial professionals who run different businesses, serve different clients, and bring different perspectives to the table.

That is what makes these events so meaningful. The conversations, the shared ideas, the questions, the laughs, and even the quick hallway catch-ups all create momentum that is hard to replicate anywhere else.

We are so grateful for our sponsors, who showed up with thoughtful presentations, meaningful insight, and a willingness to answer questions and be part of the conversation.

Thank you to the Cambridge Investment Research, Inc. staff who took the time to join us, share updates, and walk through the resources and tools they continue to build for our advisors.

To our JCFS staff, thank you for keeping business moving while also showing up fully for this event. That balance is not always easy, and we appreciate the work you put in behind the scenes and throughout the week.

Most importantly, thank you to our advisors. We know taking time away from your clients, your teams, and your families is not a small thing. We truly appreciate you choosing to spend that time with us.

And to the guests who attended, thank you. Your support matters more than you may realize, and we are grateful you were part of this experience too.

We’re leaving Park City thankful, energized, and excited to carry this momentum forward.




A full day of learning, connection, and Park City views.From sessions on AI, tax planning, and financial planning, to sp...
06/26/2026

A full day of learning, connection, and Park City views.

From sessions on AI, tax planning, and financial planning, to sponsor roundtables and meaningful conversations, today was packed in the best way. Beautiful sunny skies made for the perfect backdrop, especially during lunch with a stunning mountain view.

We wrapped up the evening with a fun and memorable celebration at No Name Saloon, and we are excited for one more day to close out the conference strong.

Grateful for the learning, the collaboration, and the incredible people who make this event so special.

What an incredible start to our event!We kicked things off with several amazing opportunities to experience Park City in...
06/25/2026

What an incredible start to our event!

We kicked things off with several amazing opportunities to experience Park City in all its glory, from hiking and Olympic venue tours to red jeep adventures. Our conference began with plenty of fun, laughter, conversation, and collaboration.

Later, we had the special opportunity to ride the chairlift and take in the views as we celebrated another successful year for JCFS and our financial professionals. And, of course, no day that full of activities would be complete without a celebratory welcome reception.

We are thrilled with such a fabulous turnout and cannot wait to see what the next few days of sessions bring.

We are ready!





We’re looking forward to welcoming our financial professionals, guests, sponsors, and staff to the Jordan Creek Financia...
06/24/2026

We’re looking forward to welcoming our financial professionals, guests, sponsors, and staff to the Jordan Creek Financial Solutions Annual Conference in beautiful Park City, Utah!

Over the next three days, we’ll be surrounded by beautiful mountain views as we focus on industry developments, practice management, and meaningful conversations that help us continue to grow and serve at the highest level.

To everyone who has already arrived, welcome. We’re excited to have you here! To the rest of our attendees, we’ll see you soon!

Address

1225 Jordan Creek Pkwy, Suite 104
West Des Moines, IA
50266

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18885830989

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