Jordan True

Jordan is the Director of Business Operations for Lobo & Pascale Wealth Management in Wallingford, CT. He began his financial services career at Morgan Stanley in the fall of 2017 shortly after graduating from Eastern Connecticut State University with a bachelor’s degree in economics. While at Morgan Stanley he gained his series 7, 66, and 3 licenses which allowed him to provide a more all-encompassing support model to the teams that he worked with during his tenure.

During his 7 years with Morgan Stanley Jordan worked closely with advisors to provide holistic wealth management services to high-net-worth clients, Government entities, and non-profit organizations. These services included onboarding new clients, general account maintenance, and using firm technology to create a seamless experience for our clients. Jordan also provided support for many complex trading features including options strategies, international exchange trading, futures trading, and managed model creation. Outside of his direct role as a support professional, he also was a team trainer in charge of training new employees, as well as a transition team lead responsible for operational support for new advisors joining Morgan Stanley.

Jordan currently lives in Milford, CT with his daughter Lily. With his free time, Jordan enjoys spending time with his daughter, reading, and playing pool on the weekends with his friends.