Jordan Ceraso
Jordan Ceraso first came to Strategies for Wealth as a client. Seeing firsthand the difference between “having a plan” and letting products drive the plan changed the way he thought about money—and ultimately inspired him to become an advisor himself. That perspective still guides him today: clarity on goals/objectives first, products second.
Before becoming an advisor, Jordan spent more than two decades immersed in financial markets. He began his career on the trading floors of the New York Mercantile Exchange and the American Stock Exchange, gaining a ground-level understanding of how markets truly function. He later joined Kamunting Street Capital Management, a New York–based hedge fund, where he spent nearly eight years trading global credit and equities and ultimately overseeing the firm’s European fixed-income and equity portfolios. These experiences continue to shape how Jordan thinks, makes decisions, and helps clients navigate both growth and distribution throughout their lives—with discipline, perspective, and clarity.
Jordan builds every plan from the ground up around a client’s actual values and objectives. Whether someone wants to avoid certain sectors or prioritize specific opportunities, he focuses on designing strategies that reflect what matters to them while keeping their long-term goals intact.
Jordan and his wife have two sons (8 and 4), who he hopes will one day share his love for the world’s sport—soccer. Family, health, and staying active are central to his life.