Jordan Marc Shaw

Employer firm

Hixon Zuercher Capital Management CRD 123465

$488M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 12/2021
  Asset Planning Services, Ltd.
  Harleysville, PA
• 09/2017 → 03/2018
  Liberty University
  Lynchburg, VA
• 05/2017 → 08/2017
  Asset Planning Services, Ltd.
  Harleysville, PA
• 09/2016 → 05/2017
  Liberty University
  Lynchburg, VA
• 09/2015 → 03/2017
  Corning Community College
  Corning, NY
• 01/2022 → 02/2024
  Wescott Financial Advisory Group Llc
  Philadelphia, PA
• 04/2024 → Present
  Hixon Zuercher, Llc
  Findlay, OH

Previous Registrations

• 2022-01-13 → 2024-03-01
  Wescott Financial Advisory Group Llc
  Philadelphia, PA
• 2021-04-28 → 2021-12-31
  Asset Planning Services Ltd.
  Harleysville, PA

Designations

• Certified Financial Planner