Jordan Ray
Jordan Ray is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Raleigh, NC, with 16 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
1201 Edwards Mill Rd, Ste 200, Raleigh, NC, 27607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jordan owns MBP of Wake, LLC, and L. Harper, LLC, both legal entities established for business purposes and investment related. The first takes about 10-20% of Jordan's time, while the second takes about half of Jordan's time.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
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