Jordan Eich (CRD# 6913738) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 5 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manning & Napier Advisors, LLC | Fairport, NY | May 2021 - Current | 2 |
| Manning & Napier Investor Services, LLC | Fairport, NY | Feb 2018 - Current | 5 |
| Smash It Sports | Rochester, NY | Jan 2018 - Current | 5 |
| Manning & Napier Advisors, LLC | Fairport, NY | Feb 2018 - May 2021 | 3 |
| Manning & Napier Advisors, LLC | Fairport, NY | Nov 2014 - Feb 2018 | 3 |
| Churchville-chili Senior High School | Churchville, NY | Sep 2015 - Jun 2017 | 1 |
| Unemployed | Rochester, NY | Jun 2014 - Nov 2014 | < 1 |
| Marist College | Poughkeepsie, NY | Aug 2010 - May 2014 | 3 |
| Marist College | Poughkeepsie, NY | Aug 2011 - Feb 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- FL
- NY
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Total Assets Under Management17,038MILLIONS
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Total Number of Accounts4,771ACCOUNTS
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Average Account Value$3,571,130
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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