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Jordan Whitledge, CFA, CFP® Jordan Whitledge, CFA, CFP®

Jordan Whitledge, CFA, CFP®

Lead Investment Advisor

Serving DCM Clients since 2022

Jordan Whitledge, CFA, CFP® serves as a Lead Investment Advisor with Donaldson Capital Management. As a Lead Investment Advisor, Jordan works with families to understand their unique situations and define their goals and values. He has six years of wealth management experience, including investment advising, retirement and education plans, tax efficiency, and estate preservation.

Most recently, Jordan worked for Old National Bank Wealth Management, where he served high-net-worth families and institutions. Jordan is passionate about personal finance and understands the value of planning and guidance for a secure financial future.

Jordan graduated from the University of Southern Indiana (USI)’s Romain College of Business with a Bachelor of Science in Economics. While at USI, he was elected Student Government Association President and worked with students across the state to pass the Indiana Lifeline Law. He also was awarded the highly selective Global Engagement Scholarship to teach English and mathematics to underserved students in Jaipur, India. In 2016, he returned to USI and earned his MBA. In 2023, Jordan successfully passed the Level III CFA exam and became an official CFA charterholder. He is also a CERTIFIED FINANCIAL PLANNER™.

From a young age, Jordan learned the value of serving his community. He serves on several boards, including the Ascension St. Vincent YMCA, WNIN Tri-State Public Media, Rotary of Evansville, and the Old Courthouse Foundation. He is a Mitch Daniels Leadership Foundation Fellow and an Evansville Rotary 20 Under 40 award honoree. Jordan loves spending time with his family, running, golfing, reading, watching college sports, and spending time outdoors. Jordan and his wife, Robin, live in Evansville, IN, with their two children and two dogs. They are members of Holy Rosary Parish.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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