AdvisorOS Directory
Claim Profile
JR

Jordan Arthur Ranly

NVEST WEALTH STRATEGIES, INC.·POWELL, Ohio
Unclaimed Profile
9757 FAIRWAY DRIVE, POWELL, OH 43065CRD# 7859014Firm CRD# 139758
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in POWELL?

Browse all registered financial advisors in POWELL, Ohio or claim this profile if it's yours.

Browse POWELL AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in POWELL
David Lee Shuttleworth — SHUTTLEWORTH & COMPANYMatthew Raymond Freiburger — SHUTTLEWORTH & COMPANYWilliam Gary Henderly — NVEST WEALTH STRATEGIES, INC.Steven Gregory Henderly — NVEST WEALTH STRATEGIES, INC.Erin M Maynard — SHUTTLEWORTH & COMPANY
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile