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Adam Jordan

PAUL R. RIED FINANCIAL GROUP, LLC·BELLEVUE, Washington
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10801 MAIN STREET, BELLEVUE, WA 98004-6366CRD# 4541062Firm CRD# 297284
01

About

Adam Jordan is a registered financial advisor based in BELLEVUE, Washington, affiliated with PAUL R. RIED FINANCIAL GROUP, LLC. 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
PAUL R. RIED FINANCIAL GROUP, LLC
PAUL R. RIED FINANCIAL GROUP, LLC
AUM
$981M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PAUL R. RIED FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4541062
Firm CRD# 297284
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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