CoverProfile

Jordan Youl

Portfolio Manager

Newport Private Wealth

Canada, British Columbia, Kelowna

About Me

Jordan’s path to investment management began with a chance encounter. While working in travel & tourism marketing, Jordan ran into a university friend who was a financial advisor. Hearing about the industry intrigued Jordan and it wasn’t long before he found himself making the leap to wealth management. He started as a consultant for one of Canada’s largest financial planning firms, providing holistic financial planning services to retirees, professionals and business owners, then transitioned to an independent firm as an investment advisor. Jordan joined Stonecastle Investment Management in 2011 as an institutional portfolio manager specializing in asset allocation and risk managemen

View more

Profile Information

Portfolio Manager

Newport Private Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Kelowna

British Columbia

Canada

Sep 29, 2025

More profiles to browse

Profile Photo
Peter Churchill-Smith
Managing Director
Profile Photo
Andrew Thomson
Managing Director & Portfolio Manager
RC
Richard Colton
Portfolio Manager
Profile Photo
Kyle Smith
Managing Director & Portfolio Manager

You Might Like

KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services