Mid-Year Market Review

Jordan Jackson

Jordan Jackson, Executive Director and Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team, is responsible for delivering timely market and economic commentary to clients across the country and is a frequent guest on Bloomberg, CNBC, and other financial news outlets.
He has authored several papers on the economy and markets, with a focus on public fixed income and monetary policy, and is often quoted in the financial press. In addition, Jordan is responsible for conducting research on the global economy and capital markets as well as publications such as the Guide to the Markets and weekly blog posts.  Prior to his role on Global Market Insights, he worked on the Global Consultant Strategy Group based in New York where he was responsible for serving the investment needs of institutional asset management consultants in North America and Canada. He has earned a B.A. in African-American Studies from the University of Virginia and holds Series 7 and 63 licenses. 

Curtis Congdon, CFP®, CRPC®

Curtis is President of XML Financial Group. An accomplished advisor and member of the XML Executive Committee, Curtis believes strongly in providing lifestyle-driven advice. Relentlessly dedicated to his client’s success, Curtis and his team work to understand client’s unique goals and needs, then craft a plan and investment strategy to help clients feel confident that their money is serving them. Curtis is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor®. Having been nominated by his peers, Curtis was included in the Northern Virginia Magazine’s Top Financial Professionals list from 2016 – 2020 and 2022 – 2023 for Investment Planning and Retirement Planning. To compile the Top Financial Professionals listing, surveys were sent to all Northern Virginia financial professionals, asking them to recommend other financial professionals whom they would refer to friends and family. Those on the listing received the most nominations. Although some Top Financial Professionals winners choose to advertise in the magazine, they cannot pay to be included on the list. This listing and the advertising section are separate entities. XML did not pay to be on the list or to advertise. Curtis studied Finance at James Madison University and Georgetown University. He continues a love of learning on diverse topics from Philosophy to Austrian economics. Curtis lives in Clifton Virginia with his wife Jenn and their two children. As a family the Congdon’s support many organizations and causes including New Life Christian Church, Cru, The Mises Institute, and Compassion International.