Christopher Paul Jordan, President & CEO

Christopher Paul Jordan is the President and Chief Executive Officer of LEXCO Wealth Management, Inc. a New York corporation he founded in 1999.

Since 1990 Chris has been an innovator of true wealth management by creating a unique process and coordinating teams of advisors for his clientele. His passion for his profession has resulted in being named four times to his Broker Dealer, NPC's national top ten individual advisor of the year list.¹ In 2001, NPC ranked him number 3 in the nation out of over 1,100² and based on his perseverance and steadfast commitment to putting clients first, he was nominated for Registered Representative Magazine's prestigious Outstanding Broker of the Year Award. Chris has helped over 200 families prepare for and transition through retirement. In 2008, Lexco Wealth Management was ranked the number 7 branch in the
nation with NPC.³

Chris started his career as one of the first few interns in the nation at CIGNA's individual
Financial Services Co., then an elite 700 person advisory group. CIFSCO is still widely
regarded as one of the industry's top training platform and after two years in this intensive
program he was compelled to seek full objectivity. Chris then joined a small independent
advisory where his work ethic and results led to being named a partner in 1997. His
contributions and leadership led to being named the Managing Director of Sanders, Smith,
Miller & Jordan, Inc. a thirty-three person firm. In 1999 Chris founded LEXCO Wealth
Management, Inc. in order to pursue a more fee-based asset management business model.
The result has been exceptional growth for his 17 person firm, ranking three years running as
one of the top 10 offices in the nation at his Broker/Dealer .⁴

Focused on tax-efficient multi-generational planning, Chris specializes in creating
sustainable income strategies during retirement. Chris has emerged to be proficient in this
area appearing on CBS and RNN television, being an invited guest at national events, and
having his commentary in numerous industry publications and business journals. Chris is an
experienced advisor who uses a holistic approach and participates in additional educational
seminars to further increase his knowledge. His diverse knowledge led to being selected to
implement the college funding 529 plan for Hitachi America Ltd. Corporation which now
serves over 6,000 employees nationally.

Chris holds a BS in business management and has studied at Boston University's Boston
Institute of Finance program. He has completed extensive research in the areas of retirement
risk and is a graduate of a program at the University of Pennsylvania's Wharton School of
Business on this subject. Originally from Boston, Chris lives in North Salem, N.Y. with his
wife and two children. He enjoys coaching children's sports and is an elected director of a
national 501(c) 3 non-profit organization involving the visually impaired.

<sup>1. Based on Gross Dealer Concession.
2. July 2001-July 2002, based on Gross Dealer Concession.
3. July 2007-July 2008, 7th OSJ based on Gross Dealer Concession.
4. 2006, 2007, 2008 Top Ten OSJ Office.</sup>

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