SOURCE: Collins Investment Group, LLC

Collins Investment Group, LLC

September 27, 2013 13:15 ET

Jordan R. VanOort Earns Prestigious Chartered Financial Analyst Designation

BETHESDA, MD--(Marketwired - Sep 27, 2013) -  Jordan R. VanOort, a Financial Advisor with the Collins Investment Group in Bethesda, MD, has earned the prestigious Chartered Financial Analyst® (CFA®) designation.

The CFA charter represents a tradition of upholding standards of education and integrity in the investment profession. The charter is recognized by employers, investment professionals, and investors as competence, integrity, and dedication of serious investment professionals.

Recipients of the CFA charter have successfully completed the CFA Program, a graduate-level, self- study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years. Candidate surveys report that preparation for the three exams typically requires at least 900 combined hours of study.

The CFA Program, which is administered by CFA Institute, the global non-profit association of investment professionals, sets a standard that is acknowledged for measuring the competence and integrity of financial analysts, portfolio managers, and investment advisers. Currently, more than 100,000 investment professionals in 135 countries and territories hold the CFA charter.

Mr. VanOort earned a bachelor's degree in economics from Yale University in 2006, and since graduating has enhanced his knowledge of the economy and financial markets as a Financial Advisor with Wells Fargo Advisors. After receiving his Series 7 and Series 66 securities registrations, Mr. VanOort joined the Collins Investment Group in January 2008 where he identifies and screens equity investments and follows characteristics of financial markets. As a Certified Financial Planner™, Mr. VanOort advises clients on retirement planning, estate planning, education funding, cash flow management and investment planning. Mr. VanOort is a native of Corning, New York and currently resides in Bethesda, Maryland.

"I'm grateful for the support, encouragement, and confidence of my family, co-workers, colleagues, and clients," stated Mr. VanOort. "The shared sense of accomplishment, as well as the reputation and responsibility associated with achieving the CFA designation means a lot to me. One of my continual goals in upholding the values of CFA Institute is to ensure that clients and colleagues feel as proud to work with a CFA Charterholder as I feel for carrying the designation."

About Wells Fargo Advisors Financial Network
For more than a decade, Wells Fargo Advisors Financial Network, the independent investment arm of Wells Fargo & Co, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what's right for clients. Wells Fargo Advisors Financial Network operates nationwide with more than 1100 owners and advisors, in more than 550 practices.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Collins Investment Group is a separate entity from WFAFN.

About Wells Fargo Advisors
With $1.2 trillion in client assets as of December 31, 2012, Wells Fargo provides investment advice and guidance to clients through 15,414 full-service financial advisors and 3,248 licensed bankers. This vast network of advisors, one of the nation's largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company.

About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.4 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, the Internet (, and has offices in more than 35 countries to support the bank's customers who conduct business in the global economy. With more than 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune's 2012 rankings of America's largest corporations. Wells Fargo's vision is to satisfy all our customers' financial needs and help them succeed financially.

Contact Information

  • Media Contact:
    Kristian K. Price
    Chief Operating Officer
    Collins Investment Group
    6901 Rockledge Dr #730
    Bethesda, MD 20817
    Email Contact