Jordan O'gradyCRD Number: 6091943
Current Firm: Financial Advisory Service Inc.
Jordan O'grady (CRD# 6091943) is an Investment Advisor Representative working at Financial Advisory Service Inc. in Leawood, KS and has over 5 years of experience in the finance industry. Jordan O'grady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Financial Advisory Service, Inc.||Leawood, KS||Sep 2014 - Current||3|
|Fas Corp.||Leawood, KS||Sep 2014 - Current||3|
|American Century Investment Services Inc.||Kansas City, MO||Jul 2012 - Sep 2014||2|
|Army National Guard||Junction City, KS||Dec 2007 - Dec 2013||6|
|Complete Nutrition||Overland Park, KS||Aug 2011 - Jul 2012||< 1|
|University Of Missouri- Kansas City||Kansas City, MO||Jun 2008 - Jul 2012||4|
|Unemployed||Overland Park, KS||May 2011 - Aug 2011||< 1|
|United States Army||Kansas City, KS||Apr 2010 - May 2011||1|
|Best Buy||Overland Park, KS||Oct 2009 - Apr 2010||< 1|
|Nicklaus Golf Club At Lionsgate||Overland Park, KS||May 2009 - Oct 2009||< 1|
|Nicklaus Golf Club At Lionsgate||Overland Park, KS||Jun 2008 - Sep 2008||< 1|
|United States Army||Ft Knox, KY||Jan 2008 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management1,117MILLIONS
Total Number of Accounts3,465ACCOUNTS
Average Account Value$322,256
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, KS, LA, MO, NC, NE, NJ, NY, OK, TX, WI
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