Jordan HutchinsonVice President of Technology and Operations at RFG AdvisorySpeaker
Profile
Dr. Jordan Hutchison is a technology executive and operator who believes the wealth management industry is in the middle of a once-in-a-generation shift, and he's building the infrastructure to prove it.
As VP of Technology and Operations at RFG Advisory, a Forbes Top 100 RIA, Jordan leads enterprise technology strategy, applied AI initiatives, data architecture, and platform modernization. He translates emerging capabilities into scalable systems that materially improve advisor productivity and client outcomes. He sits at the intersection of AI strategy, platform design, and operational execution, overseeing advisor-facing technology, infrastructure, and the operating models that enable growth without friction.
Jordan architected RFG's unified advisor command center, the AI intelligence and orchestration layer that connects CRM, financial planning, and portfolio management into a single, compounding platform. His current frontier is purpose-built systems that don't just assist advisors but actively reduce friction, surface growth opportunities, and execute complex workflows end-to-end. Where most firms still struggle with fragmented data and disconnected tools, RFG's advisors operate from a single source of truth.
Jordan has a rare 360-degree view of how intelligent systems can augment, not replace, human advice. His career spans academia, financial advising, and fintech product leadership, and he holds a doctoral-level behavioral scientist, grounding his technology architecture decisions in a deep understanding of human behavior and decision-making. He is passionate about turning innovation into execution, empowering high-performing teams, and deploying AI where it actually moves the needle.
Agenda Sessions
Fireside chat
, 10:25amView Session
