William Jordan is President of William Jordan Investments, Inc. and Orange Coast Magazine’s multi-year Five StarSM Wealth Manager award winner. William has spent most of the past two decades educating and assisting affluent investors with the protection and growth of their wealth.
Having developed a wide breadth of knowledge from his experience in both Wall Street and independent financial firms as well as his time inside a tax planning practice, William has designed a firm which goes beyond traditional financial planning and wealth management to deliver the services and experience of a private family office to multiple families (a multi family office).
Renowned in the fields of wealth management and financial planning, William has repeatedly been featured on Maria Bartiromo’s Wall Street Journal Report seen on NBC, CNBC, and CBS. He has often been sought out for industry opinions which have been quoted by Forbes, Kiplinger’s Personal Finance Magazine, The Wall Street Journal, Business Week and Time among many other nationally recognized publications. An active public speaker, William has spoken on a variety of financial strategies and principals to tens of thousands of individuals nationwide.
William is a featured columnist for the Southern California magazine Life After 50 and an author of multiple nationally distributed books including The Seven Percent Solution, Strategic Wealth, and is coauthor of The Success Secret with Jack Canfield of Chicken Soup for the Soul which is scheduled to be released in September of 2012.
William is happily married to his wife Tiphanie since 1995, with which they have two daughters, Savannah and Skye. Extending his interest of financial planning into his personal life, William is an elder at his local church. He places a high value on biblical wisdom and has both spoken and taught classes on how practical application of the financial principals found in the Bible can benefit a family’s finances and wealth management. William is also a member of Mensa International Limited, the international high IQ society, and enjoys reading, singing and bicycling in his spare time.
Director of Operations and Chief Compliance Officer
Mr. Mickey Payne is Director of Operations and Chief Compliance Officer for William Jordan Investments, Inc. and WJA Asset Management, LLC. His responsibility includes overseeing all operational, accounting, and compliance functions of William Jordan Investments and all funds managed by WJA Asset Management.
Before starting with William Jordan Associates, Mickey started his career in 1995 with Dean Witter Reynolds working on packaging investment portfolio’s and researching investments. In 1997, he took this experience to work for the Merrill Lynch Insurance Group, as a Financial Analyst, being on several think tank teams, he won several awards for exceeding clients’ expectations as well as winning the “Merrill Lynch FSOS Team Player Award” for creating processes that reduced expenses and enhanced productivity.
Mickey had various roles from 1999-2010 in the financial services industry which included being a Financial Advisor with a fortune 100 company as well as help launching an Independent Advisory firm by being their Director of Operations/Chief Compliance Officer. In the course of those six years, you’ll find there that he had successfully passed all compliance audits, effectively launched and oversaw 12 Private Equity Funds, successfully transitioned to two different broker/dealers with a 100% retention, and helped created the “Intelligent Asset Model” for an investment management tool.
Born in Japan, Mickey played college baseball for two years before graduating from the University of Central Florida with a degree in Economics and Statistics. Mickey is a Personal Financial Planning designee through the University of California Irvine.
On Mickey’s spare time he is fully engaged with the Men’s Ministry at his Church and enjoys being with his wife, Yuuka, and their four daughters.
President William Jordan Asset Management, LLC
President of the WJA Secure Real Estate Fund. He oversees all Real Estate purchases and sales. Jim is an experienced commercial real estate professional; with over nineteen years of experience, predominantly with Coldwell Banker and Grubb & Ellis. During this time he specialized in commercial office leasing, investments, and land sales. In 1992 Jim was co‐founder of KN Properties, a real estate investment company formed to capitalize on commercial properties being liquidated by the Resolution Trust Corporation.
Jim is married and is the father of three daughters. He is an alumnus of the University of Southern California and currently resides in Laguna Niguel, California.
Wealth Manager William Jordan Investments
“Money is not the most important thing in life but it does seem to affect everything that is important”
Jeffrey Cerny is a Wealth Manger, a Registered Financial Consultant, and an Associate of the William Jordan Investments, Inc. a Registered Investment Advisor located in Laguna Hills, California and has been advising in Orange County since 2003. Jeffrey served clients in Orange County California through his firm Commonwealth Retirement Investment Services before associating with the William Jordan Investments, Inc. team in October 2011.
“I am obligated to tell you the truth whether it is good news or bad news. If you have the truth you will make good decisions.”
Over his work life Jeffrey has honed his analytical skills starting with his first career as an electrical engineer. In 1999 he began financial problem solving for engineering projects at his firm with business engineer style investment solutions. In 2001 he joined a small company with a proprietary solution for the financial industries need for high reliability.
In May of 2003 he began writing comprehensive financial plans through Ameriprise Financial and started his own asset management firm. And today is an Associate of the William Jordan Investments, Inc. a Registered Investment Advisor for his front office support and business continuity.
“The only reason investing is complicated is because people are all talking about different things and they think they are talking about the same thing.”
Cerny’s mission is simple: investing is a plan NOT a product, offer easy to understand instruction. At the core Jeffrey has an organized process that systematically resolves issues and ensures clients know at all times where they are, where they are going, and how they are going to get there. “Our most satisfied clients average 28 contacts with us in a year- in person, by telephone, by mail, and by email.”
- Bachelor of Science Electrical Engineer in 1991
- Series 7 and Series 66 (General Securities Representative Exam & Uniform Combined State Law Exam) in 2004
- Series 24 (General Securities Principal Exam) in 2007
- Registered Financial Consultant in 2010.
Jeffrey is a licensed instructor of Retirement Unlimited a 3 day boot camp taught at college campuses across the United States. He was a featured Orange Coast Magazine Five Star Wealth Manager in 2009 and 2010. Jeffrey regularly presents on the topics of Investing and Retirement. “Having fun is the second best way to learn- teaching is the best way.”
Sandy G. LeVine
Sandy LeVine has more than 30 years of investing experience and started studying the markets as an undergraduate student at SDSU. He later went on to The University of San Diego where he received his MBA in Marketing and Finance. In addition to becoming a Money Manager, he founded a successful software company and spent many years in the high-tech world. Prior to joining William Jordan Investments, he was a Financial Planner with Pacific Advisors, a division of Guardian Life.
Mr. LeVine is a native San Diegan and world traveler. He currently resides in Del Mar, CA and enjoys golf, running and is an eternal optimist!
Director of Business Development
Executive Assistant to William Jordan
Gina has been with our company since 2006. She is in charge of client development and maintaining relationships with our clients.
She originally managed the College Funding division at WJA. Drawing on more than 10 years of industry experience, Gina has helped thousands of students achieve the optimal higher education experience while saving their parents time and money in the process.
She has a heart for empowering youth through leading and participating in volunteer efforts in the community, schools, and church. She attended Point Loma College in San Diego and now Gina lives locally with her husband Vince since 1990. They have two beautiful daughters.
Lynn has recently joined WJA overseeing operations. Lynn will be involved in the day to day business working closely with the staff.
Lynn has spent the majority of her career in the hospitality industry with hands on experience in every department. Lynn’s true passion was found in human resources where she enjoyed working with the entire staff fulfilling their career goals while contributing to the overall success of the Company.
Lynn enjoys being with her family spending most weekends attending her kid’s baseball and basketball games. Lynn has been married for 17 years raising two handsome gentlemen.
Fund Operations Manager WJ Asset Management, LLC
Born and raised in Orange County, Azin joined William Jordan Investments in July 2011 as the Client Services Specialist. Azin is currently finishing her degree at U.O. Phoenix and this spring plans to enroll CSU Fullerton Mihaylo School of Business MBA program. Outside the office Azin enjoys spending her time at the beach, traveling and trying exploring new restaurants.
Jr. Controller WJ Investments
Jay was born and raised in a wealthy family in Shanghai, China. Jay had studied abroad in the United States since 2005. Jay graduated from Cal State San Marcos in 2012 where he got his Bachelor degree in Economics. Shortly after graduation, Jay joined WJI and has concentrated on the WJI funds financials. He enjoys spending his weekends with his friends, trying different restaurants, singing karaoke, playing table games, and traveling.
Grace Yau joined William Jordan Investments in 2014. Starting as the receptionist, she currently is in client services serving to each client’s needs. In her free time, she likes to spend with the youth group at her church, try out new dessert places, and go on road trips.