Jordan Young is a Trust Officer and has worked at InvesTrust, since 2006. Jordan’s main duties with InvesTrust include the fiduciary account administration of trusts, estates, investment accounts and IRA’s. He applies his education and experience to manage accounts in accordance with trust documents, applicable legal requirements and company compliance guidelines. He received a B.S. in Business Administration from East Central University. He is also a graduate of the American Bankers Association (ABA) National and Graduate Trust Schools; and in 2015 obtained the ABA’s Certified Trust & Financial Advisor (CTFA) designation and Certified IRA Services Professional (CISP) designations.
Jordan served on the ABA National & Graduate Trust School Advisory Board from 2014-2016 and in 2017 was invited to join the ABA Wealth Management & Trust Conference Advisory Board. Also in 2017 he started teaching and facilitating online courses for the ABA to further advance and reinforce knowledge within the trust industry.
As an active local community member, Jordan is the past president of the Lyric Understudies, a young patrons group of Lyric Theatre of Oklahoma. He received a forty under 40 award from okc.biz magazine in 2011 and is a member of Leadership Oklahoma City LOYAL Class VIII. His civic activities have also included serving as Art Committee chair of the Omelet Party, an annual fundraiser benefiting the Oklahoma City Museum of Art and volunteering at the Boys & Girls Club of Oklahoma City.