Jordan T. Fraser is the Managing Director of Wealth Management at Faircourt Partners, LLC. He began his career on Wall Street on the floor of the New York Stock Exchange as a specialist trader with LaBranche & Co., and has since held roles as an Associate Director at a prominent hedge fund, Director of M&A at LabCorp, and partner at a high-net-worth family office. He is now building Faircourt’s wealth management practice — bringing that breadth of experience directly to business owners, physicians, executives, and high-net-worth families who deserve more than off-the-shelf advice.

What drives Jordan is simple: finding the money that is quietly leaving his clients’ portfolios and putting it back where it belongs — in their pockets. Whether it is hidden costs buried in a portfolio or a tax bill that could have been structured differently, he gets to the real answer quickly, explains it clearly, and does something about it. His specialties include tax mitigation strategy, concentrated equity positions, ESOP transactions, and portfolio restructuring.

Jordan and his wife Lindsey live in Lake Forest with their three children. He has passed the Series 7, 11, 25, and 65 Securities licenses, with his Series 65 currently active. He holds degrees with honors from Texas Tech University, master’s degrees from the University of Notre Dame and Dartmouth College, and a Graduate Certificate from Harvard Business School.

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