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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
01

Career History

NVEST WEALTH STRATEGIES, INC.
Sep 2025 – present
02

Registrations & Exams

Registration record
First registered · September 19, 2025
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NVEST WEALTH STRATEGIES, INC.
CRD 139758 · SEC 801-123479
AUM
$174M
Regulatory assets under management
Employees
3
555 client accounts
Services offered by NVEST WEALTH STRATEGIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NVEST WEALTH STRATEGIES, INC. →
Introduction

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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.

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

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