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
Jordan Youl
Portfolio Manager
Newport Private Wealth
Canada, British Columbia, Kelowna
About Me
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
Peter Churchill-Smith
Managing Director
Mike Vanderburgh
Managing Director & Portfolio Manager
DB
Douglas Brown
President, CEO & Co-Founder
David Lloyd
Co-Founder, Managing Director & Chief Wealth Management Officer
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation