Jordan B.
5.0
Ace FINRA Exams | Former Jefferies IB→Palladium PE | Award-Winning Educator
Studied at UNC Kenan-Flagler Business School
Works at Traction
Available today at 1:00 PM UTC
Usually responds within 3 hours
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, Private Equity, Executive, and MBA. View all.
About Jordan
After starting my career in Investment Banking at Jefferies, then Private Equity at Palladium, I would soon begin working as an interim CFO at mid-stage companies—now full-time with a stealth startup. I also work as an Executive Producer in the media industry, Nonprofit Founder, multi-Board Director, and finalist for 2025's Financial Educator of the Year. I received my first adjunct professorship offer by 26, placed hundreds of students in IB and PE last year alone—and I want to help you get there.
Why do I coach?
My first real mentors 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 financial modeling and relationship-building. Now, I’m passionate about paying it forward to aspiring finance professionals.
Work Experience
Partner & Executive Producer
Traction
2025 - Present
Hiring Manager
🎬RECENT FILMS • Red Right Hand (currently streaming) —Starring Orlando Bloom & Andie MacDowell —#1 Movie on Hulu July, 2024 • A Lot Of Nothing (currently streaming) —Premiered in Competition, SXSW —2x NAACP Image Award Nominee • The Midnight Pool (in pre-production) —Director: James McTeigue, V For Vendetta
Chief Financial Officer
Stealth Startup
2025 - Present
Hiring Manager
Stealth AI startup founded by team of industry experts, leaders in crypto space, academics with PhDs from the top universities in the nation, F-500 C-Level executives, and engineers. We aim to set a new bar when it comes to ensuring uncompromising environmental integrity.
Founder & CEO
Project Wall Street Group, Inc.
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. Secured partnership with Financial Edge Training; named as finalist for National Financial Educator of the Year. 🏦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, Cerberus, Baird, TD, Warburg Pincus, and more.
Private Equity Associate
Palladium
July 2022 - July 2023
SELECT INVESTMENT EXPERIENCE 🧑💻Portco: Provider of Immigration Software —Co-led add-on acquisitions: diligence/LBO —Presented theses/recommendationto IC ⚙️Portco: Specialty Materials Manufacturer —Financial/ops DD, add-on returns analysis —Ran equity incentive analyses for grants 🍔Select Platform Investment, Summer '23 —Acquisition of $600M foodservice provider OTHER/BIO —Investments: C&R, TES, HC, TMT —Portcos: Supported Mgmt & Ops —Board Observer of Three Portcos
TMT Investment Banking Analyst
Jefferies
July 2020 - July 2022
• Focus: sell-side M&A execution (TES) • Deals: 6 sales (buyouts), 2 refis, 1 IPO ✈️ SELECT DEAL EXPERIENCE🛩️ 1. Sale of ACA Group to Genstar Capital —Built bottoms-up op model w/ CFO —Created CIM, data pack, customer cube —Led diligence process with buyers —Fielded extensive requests (sponsors) 2. Sale of Highmetric's SN Dept to Gryphon —Worked with client CFO on financial model —Fielded diligence requests/ad-hoc analyses 3. Sale of Class Valuation to Gridiron Capital —Developed data pack, CIM, M&A pipeline —VDR upkeep and cross-functional comms
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, Dean's List every semester, involved in various orgs: UNC Finance Society, Chi Phi (4x social chair), OC Habitat
11 Reviews
Overall Rating
5.0
Jordan has helped clients get into these companies: