Jordan Phillips, 1031 Exchange Expert

Jordan Phillips

San Diego and Orange Counties

Jordan Phillips


Vice President / Account Executive

2121 Palomar Airport Road, Suite 330
Carlsbad, CA 92011

IPX1031 Southern California Regional Office


4400 MacArthur Blvd, Suite 320
Newport Beach, CA 92660

 (949) 622-4949   
TF (800) 327-5347
 (949) 477-6806

Jordan Phillips is Vice President with Investment Property Exchange Services, Inc. Jordan’s role is to educate and guide the real estate community through the 1031 Exchange process. His guidance comes in the form of structuring, coordinating, and procuring all types of 1031 Exchanges, including: Delayed, Simultaneous, Reverse, and Build-to-Suit. Jordan frequently speaks to real estate professionals on the key points of 1031 Exchanges including 1031 Exchange rules and regulations, while additionally covering ways to preserve and build wealth by utilizing tax deferred exchanges. Before joining IPX1031 Jordan worked as a commercial real estate advisor where he represented clients throughout the Western United States. Jordan received his B.A. in Economics from San Diego State University, and his J.D. with an emphasis in corporate law and tax law, from the University of San Diego, School of Law. Jordan resides in Southern California.

IPX1031 Exchange Seminars
IPX1031 provides seminars for continuing education credits as well as custom and personalized seminars on tax deferred exchange topics for attorneys, CPAs, advisors, brokers, REALTORs, agents, escrow, investors and taxpayers. To find out about a seminar nearest you, or to schedule a seminar for your office, please contact me.

Start an Exchange with Jordan Phillips

What My 1031 Clients Are Saying

Kelly Nicholls

Executive VIce President

Jordan is all about responding to your every question in detail. If you’re looking for somebody that is attentive to detail, thinks creatively and prides themselves on customer service, you found the right team. I highly recommend Jordan for all of you 1031 exchange needs.

Chris Roth

Principal – Lee and Associates

Jordan is incredibly responsive, and is a great resource for my team and our clients. He has helped our clients get through not only the 1031 Exchange process, but has also given us valuable insight on recent Tax Code updates (e.g. Opportunity Zones and the Tax Cut and Jobs Act). All in all, Jordan definitely helps me better serve my clients.

Sam Caron

Sales Manager

I was extremely impressed with Jordan during the process of doing a 1031 exchange. He is very thorough in his explanations and had extensive knowledge of the transaction process and tax code. I recommend Jordan to anyone who is looking to do a 1031 Exchange.

Jordan Phillips & IPX1031 are a winning combination.

See how we’re different and why.

With offices near San Diego, Irvine and South Bay, IPX1031, the nation’s largest exchange facilitator and accommodator, provides industry leading exchange services including guidance, expertise, security and key information on 1031 Exchange rules, regulations and strategy. 1031 Exchange expert, Jordan Phillips offers you customized solutions to defer capital gains tax and maximize equity in your 1031 like kind investment property.

N

Full Service Qualified Intermediary

N

Superior Customer Service

N

Owned by Fidelity National Financial (NYSE: FNF)

N

$100M Fidelity Bond & $30M E&O Insurance

N

$50M Written Performance Guaranty

N

Attorneys & Certified Exchange Specialists (CES®)

Let’s talk about your specific needs

Customized solutions for your investment and business goals.

Why a 1031 is right for me or for my client

Z

deferring taxes (up to 35 to 40% of the gain)

Z

greater purchasing power

Z

improved cash flow

Z

portfolio diversification

Z

portfolio consolidation

Z

greater appreciation potential

Z

freedom from joint ownership

Z

estate planning for heirs

Pin It on Pinterest