Ryan Jordan (CRD# 7115023) is an Investment Advisor Representative working at Wealthspire Advisors in Potomac, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthspire Advisors | Potomac, MD | Jun 2021 - Current | 1 |
| Crosspoint Wealth Partners | Charlottesville, VA | Aug 2020 - May 2021 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2017 - May 2021 | 3 |
| Wealthspire Advisors | Potomac, MD | Jun 2020 - Jul 2020 | < 1 |
| Mason & Associates | Newport News, VA | Jun 2019 - Jan 2020 | < 1 |
| Middle School/high School | Yorktown, VA | Jan 2011 - Jun 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- MD
-
Total Assets Under Management16,319MILLIONS
-
Total Number of Accounts6,622ACCOUNTS
-
Average Account Value$2,464,351
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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