Jordan Stefanov

Jordan Stefanov

Associate, Newport Beach

Jordan Stefanov, Newport Beach, handles the day-to-day operations and helps make sure the team operates efficiently and effectively at Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.

Jordan Stefanov graduated from the Kelley School of Business at Indiana University in Bloomington in 2012. Upon graduation, he gained experience in the financial industry by working with multiple insurance companies to help provide solutions for clients. During his career, he has always had a client-driven focus.

Apart from working, Jordan is a highly competitive racquetball player; he is always up for a challenge even away from the racquetball court. He also enjoys sports and loves to travel. When he has the time, he enjoys watching his favorite teams, the Colts and Pacers.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you hereby authorize and request that PFM contact you at the number submitted through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.