Unclaimed Profile

Adam Jordan

PAUL R. RIED FINANCIAL GROUP, LLC·BELLEVUE, Washington

SIE, Series 7, Series 24, Series 53, Series 63, Series 65Clean record15 years registeredPAUL R. RIED FINANCIAL GROUP, LLC

10801 MAIN STREET, BELLEVUE, WA 98004-6366CRD# 4541062Firm CRD# 297284

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Jordan · BELLEVUE, WA

Registration

CRD #4541062 · PAUL R. RIED FINANCIAL GROUP, LLC · 15 years registered

Brand Profile

Not yet started

Career History

PAUL R. RIED FINANCIAL GROUP, LLC

Aug 2018 – present

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – Oct 2024

BELLEVUE, WA

CETERA ADVISOR NETWORKS LLC

Mar 2011 – Jun 2023

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · March 22, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PAUL R. RIED FINANCIAL GROUP, LLC

CRD 297284 · SEC 801-113796

AUM

$981M

Regulatory assets under management

Employees

2,442 client accounts

Services offered by PAUL R. RIED FINANCIAL GROUP, LLC

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 PAUL R. RIED FINANCIAL GROUP, LLC →

Introduction

Speak with Adam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BELLEVUE?

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

Browse BELLEVUE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Adam Jordan offer?

Adam Jordan specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Adam Jordan's credentials?

Adam Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Jordan located?

Adam Jordan is based in BELLEVUE, Washington, working with PAUL R. RIED FINANCIAL GROUP, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Adam Jordan charge for services?

Adam Jordan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PAUL R. RIED FINANCIAL GROUP, LLC?

PAUL R. RIED FINANCIAL GROUP, LLC has approximately 8 employees and manages $981M 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 →