Jordan Dawley, CPA

Jordan Dawley, CPA

Senior Manager

541-382-3590
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Jordan is a Senior Manager in the firm’s Bend Office. He specializes in providing strategic tax planning and advisory services for individuals/families and closely‐held businesses across a wide variety of industries.

As an active coach and advisor, he enjoys helping his clients navigate complex transitions and achieve their short‐ and long‐term goals. He is also a key member of the firm’s Healthcare and Dental teams, with specialized expertise advising owners and administrators of medical and dental practices.

Jordan holds a dual degree in Accounting and Economics from the University of Oregon and is a native of Bend, Oregon. He is passionate about supporting the Central Oregon business community and providing solutions that make a positive impact on both the companies and their owners. Currently, he serves as Audit Chair for the Bend Chapter of The Risk Management Association. Outside of the office, Jordan is devoted to spending family time with his wife and daughters and enjoys hockey, kayaking, and hiking.

 

Jordan Dawley is a Financial Advisor offering Securities through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.

Industries Served

Education

University of Oregon, BS, Accounting

University of Oregon, BS, Economics

Certifications

CPA - Certified Public Accountant

Professional Involvement

AICPA

OSCPA

My favorite part of my work is meeting new people, learning what drives them, and helping them meet their goals."

—Jordan Dawley, CPA

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