Jordan R. Lally, CFP®
Jordan joined IMG Financial Group after graduating from The University of Texas at Austin in 2008. While at IMG, Jordan attended Rice University and subsequently obtained his CERTIFIED FINANCIAL PLANNER™ certification. His motivation to help others came from personal experience as a child. His mother was tragically killed in a car accident when he was six years old, and because of proper financial preparation, he grew up understanding the importance of life insurance and a strong financial foundation.
Jordan’s passion for the business resulted in early success at the firm. He received Securian’s Excellence in Performance* award in 2010 for qualifying for the Million Dollar Round Table** in his second year as an advisor. He was the 4th advisor in IMG’s 30 year history to achieve this award. Currently in his tenth year with IMG, Jordan is among a veteran group of advisors with an established career and dedication to serving his clients.
Outside of IMG, Jordan is active in other organizations and personal hobbies. He is currently a Vice Chairman at the Houston Livestock Show and Rodeo and a member of a cook team at the World’s Championship BBQ Cook-Off. He is also a member of a business networking group, CODE, where he facilitates introductions between like-minded professionals and business owners. In his personal time, he enjoys fishing the Gulf Coast and bird hunting with his black lab, Jackson.
Registered Representative and Investment Advisor Representative. Securities and Investment Advisory Services Offered through Securian Financial Services, Inc., Securities Dealer, Member FINRA, SIPC.IMG Financial Group, Inc. is independently owned and operated.
*Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
**Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.