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Jordan Arthur Ranly

NVEST WEALTH STRATEGIES, INC.·POWELL, Ohio
Clean recordNVEST WEALTH STRATEGIES, INC.
9757 FAIRWAY DRIVE, POWELL, OH 43065CRD# 7859014Firm CRD# 139758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jordan Arthur Ranly · POWELL, OH
Registration
CRD #7859014 · NVEST WEALTH STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jordan Arthur Ranly is a registered financial advisor based in POWELL, Ohio, affiliated with NVEST WEALTH STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NVEST WEALTH STRATEGIES, INC.
NVEST WEALTH STRATEGIES, INC.
AUM
$174M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NVEST WEALTH STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7859014
Firm CRD# 139758
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jordan Arthur Ranly offer?
Jordan Arthur Ranly specializes in Financial Planning, Investment Management. Contact their office in POWELL, Ohio for a consultation.
What are Jordan Arthur Ranly's credentials?
Jordan Arthur Ranly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Arthur Ranly located?
Jordan Arthur Ranly is based in POWELL, Ohio, working with NVEST WEALTH STRATEGIES, INC.. Their office serves clients in the POWELL metropolitan area and surrounding communities.
How does Jordan Arthur Ranly charge for services?
Jordan Arthur Ranly's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NVEST WEALTH STRATEGIES, INC.?
NVEST WEALTH STRATEGIES, INC. has approximately 3 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NVEST WEALTH STRATEGIES, INC.

Steven Gregory Henderly
POWELL, OH
William Gary Henderly
POWELL, OH

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Research
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