Jordan EichCRD Number: 6913738
Current Firm: Manning & Napier Advisors, LLC
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.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management17,038MILLIONS
Total Number of Accounts4,771ACCOUNTS
Average Account Value$3,571,130
- A percentage of assets under your management
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.