Jordan B.
5.0
Ace FINRA Exams | Former Jefferies IB→Palladium PE | Award-Winning Educator
Studied at UNC Kenan-Flagler Business School
Works at Impact AI
Available today at 4:00 PM UTC
Questions? Start chatting with this coach before you get started.
Jordan’s Finra Exams Qualifications
Coaches professionally
Welcome to my profile! I'm Jordan, a former TMT Investment Banking Analyst at Jefferies, where I successfully passed the SIE, Series 79, and Series 63 exams on my first attempt. As the founder of Project Wall Street, a nonprofit dedicated to empowering students from low-income, first-gen backgrounds to break into finance, I've been recognized as a finalist for the 2025 National Financial Education Instructor of the Year award. My experience as a financial educator and content creator with Leveraged Byclout allows me to simplify complex financial topics for an audience in the tens of thousands. Whether you're just starting your journey or looking to refine your skills, I'm excited to help you achieve your goals. Let's connect and strategize your path to success in the finance industry! Step 1: let's pass.
Jordan can help with:
Series 63
Test Prep Strategy
SIE
Tailored Study Plan
Jordan also coaches for Investment Banking and Private Equity. View all.
About Jordan
I began my career as an Investment Banker at Jefferies in their TMT group before pivoting to Private Equity at Palladium Equity Partners. Currently, I am CFO at Impact AI, Founder of Project Wall Street, Partner at Traction (LA-based Film/TV Production company, and finalist for NFEC's National Financial Education Instructor of the Year. I founded Project Wall Street in 2024 and gained global recognition as a finance educator and content creator via my Leveraged Byclout social media brand. I have since traveled across the nation for speaking engagements. Furthermore, I have gained extensive experience in the venture capital space over the past couple of years, in addition to vast consulting experience for PE-backed portfolio companies where I have been helping to ramp CFOs and their teams post-acquisition. I also spent some time advising university finance professors, helping them tailor their courses to be more digestible. I sit on the Board of Directors for an NYC 501(c)(3) nonprofit that brings essential nutrition and fitness education directly into underfunded classrooms. I graduated from UNC Kenan Flagler with distinction.
Why do I coach?
I grew up with a single mother who ran a business from our living room—we had the essentials, but nothing more. I pushed away mentors, convinced I had life figured out as an All-American soccer player, four-time class president, and straight-A student. But in reality, I knew nothing about life—I owned one tie (from a funeral), one suit (same funeral), and chose pre-business because my friends did. I bombed investment banking recruiting until junior year when I met two Jefferies bankers, Chris and Tyler, who became my first real mentors. They saw past my rough edges, took the time to guide me, and made me feel like I belonged. Over time, my MDs and SVPs became mentors too—teaching me everything from financial modeling to relationship-building. In short, that is why I teach.
Work Experience
Chief Financial Officer
Impact AI
March 2025 - Present
Founded by Bryan Ogden (Ninjamoba Founder, Director for Marci Zaroff Brands) and Paul Kissinger (Professor at University of Michigan, Renowned Landscape Architect), Impact AI is integrating blockchain’s inscrutability with peer-reviewed credibility, aiming to set a whole new standard for uncompromising environmental integrity.
Founder & CEO
Project Wall Street Group, Inc.
March 2024 - Present
Admissions Committee Experience
MISSION/ABOUT: Nonprofit empowering students from low-income, first-gen backgrounds to break into finance. Current reach is over 40,000 online users, 150 colleges & 21 countries. SELECT FELLOWSHIP PLACEMENTS: Lazard, Evercore, Audax, Goldman Sachs, Morgan Stanley, JP Morgan, PJT, BofA, Citi, Barclays, KKR, Stone Point, Citadel, Jane Street, Roark Capital, Ares, Deutsche, Guggenheim, Blackstone, PWP, Moelis, UBS, William Blair, Wells Fargo, Cerberus, Baird, TD, Warburg Pincus & more. SELECT PARTNERSHIP: Financial Edge Training (elite Wall Street firm) ASSOCIATED AWARD: 2025 National Financial Education Instructor of the Year Finalist
Content Creator (Leveraged Byclout)
Leveraged Byclout
2024 - Present
CONTENT: Simplifying complex financial topics for all REACH: 22K TT followers-9mos | 7K IG followers-2mos ASSOCIATED AWARDS: 2025 National Financial Education Instructor of the Year Finalist
Partner
Traction
2024 - Present
Hiring Manager
FILMS RELEASED: 1. RED RIGHT HAND (Currently Streaming) ***Starring Orlando Bloom and Andie MacDowell ***#1 Movie on Hulu July, 2024 2. A LOT OF NOTHING (Currently Streaming) ***Premiered in Competition, SXSW 2022 ***NAACP Image Award Nominee for Outstanding Breakthrough Creative (Mo McRae) ***NAACP Image Award Nominee for Outstanding Breakthrough Performance (Y'lan Noel) 3. STARKEISHA (Hulu, 2022) IN PRE-PRODUCTION: 1. THE PIRATE KING 2. THE MIDNIGHT POOL ***To be directed by James McTeigue (V FOR VENDETTA)
Private Equity Associate
Palladium
July 2022 - July 2023
SUMMARY: Focused on investments in the Consumer, Industrials, and Healthcare sectors. Also supported Portco operations. SELECT EXPERIENCE: 1. [Portco] Provider of immigration software - Co-led add-on acquisitions (diligence, running LBO) - Presented theses and recommendations to IC 2. [Portco] Global manufacturer of specialty materials - Financial/ops diligence and returns analysis for add-ons - Maintained equity incentive analyses for option grants 3. [Select Platform Investment] - Acquisition of $600M retail & foodservice provider
TMT Investment Banking Analyst
Jefferies
July 2020 - July 2022
SUMMARY: Primarily focused on sell-side TMT M&A execution; closed 6 sales (buyouts), 2 debt refis, 1 SPAC IPO. SELECT TRANSACTION EXPERIENCE: 1. Sale of ACA Group to Genstar Capital - Built bottoms-up projection model with CFO - Created CIM, data pack, customer cube, etc. - Led diligence process with buyers - Fielded extensive requests (sponsors & strats) 2. Sale of Highmetric's ServiceNow Division to Gryphon - Worked with client CFO to build detailed financial model - Fielded extensive DD requests & ad-hoc data analyses 3. Sale of Class Valuation to Gridiron Capital - Developed data pack & CIM - Built financial analyses & M&A pipeline - VDR upkeep & cross-functional communication
Jordan was also given offers to work at
Yahoo
Top Hedge Fund (Anon)
Education
UNC Kenan-Flagler Business School
Bachelor of Science, Business Administration
2016 - 2020
Attended UNC on full-ride granted during second year of high school (did not apply elsewhere). Graduated with distinction (3.8+ GPA), studied CS and Business, was a member of the Dean's List each semester, and took part in many clubs and orgs: including the UNC Finance Society and Chi Phi (chapter's youngest social chair ever).
11 Reviews
Overall Rating
5.0
Jordan has helped clients get into these companies: