Jordan Whitledge, CFA, CFP®

Lead Investment Advisor & Investment Strategist
Serving DCM Clients since 2022
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Jordan Whitledge

Jordan Whitledge, CFA, CFP®, serves as a Lead Investment Advisor & Investment Strategist with Donaldson Capital Management. He partners with families to understand what truly matters to them. Together, they define goals and values so every financial decision feels personal and meaningful. Since 2016, he has provided wealth management services, including investment advice, retirement and education planning, tax-efficient strategies, and estate preservation.

Before joining Donaldson Capital Management, Jordan worked at Old National Wealth Management, serving high-net-worth families and institutions. He is passionate about personal finance and believes that clear planning, disciplined investing, and ongoing guidance are essential to 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 Indiana to pass the Indiana Lifeline Law. He received the highly selective Global Engagement Scholarship. In 2016, he returned to USI to earn his MBA. Jordan is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER® professional.

Beyond the Office

Jordan enjoys spending time with his family, reading, golfing, and watching college sports. Jordan and his wife, Robin, live in Evansville, Indiana, with their three children and one dog. They are members of Methodist Temple. 

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Highlights

From a young age, Jordan learned the value of serving his community. He serves on the boards of WNIN Tri-State Public Media and Evansville Downtown Rotary, as well as the Finance Committee of the YMCA of Southwestern Indiana.