Skip to main content

  •  Tel: (713) 622-1150
  •  Fax: (713) 622-3679

  • Home
  • About Us 
    • Products Offered
    • Financial Planning
    • Client Login
    • IMG Capital Management Group
    • Career Opportunities
  • Our Team
  • Resources
  • Contact

Helping You

manage the changing face of life

Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

  Previous   Next

    You are here

  1. Home
  2. Jordan R. Lally, CFP®

Jordan R. Lally, CFP®

Photo of team member
Jordan R. Lally, CFP®
Financial Advisor
Phone: 
(832) 369-9407
E-mail: 
jordan.lally@imgfinancialgroup.com

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.

 

Book a Meeting

Tell a Friend

4550 Post Oak Place, Suite 125
Houston, Texas
77027 United States

  •  Tel: (713) 622-1150
  •  Fax: (713) 622-3679
  •  leigh.ishee@imgfinancialgroup.com

We have various representatives that are licensed and registered to conduct business in the following states: CA,CO,DC,FL,GA,LA,MD,MI,MO,MS,NM,NV,NY,OH,OR,SC,TN,TX,WA for non-registered and registered insurance products, as well as securities.

IMG Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with IMG Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with IMG Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

3058277 DOFU 06-2020

HoustonBBlogoWin17_4c-(2)-400-pixels-(2).jpg

© 2025 Img Financial Group. All rights reserved.

Website Design For Financial Services Professionals