Jordan Biery
Jordan Biery is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, KY, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3225 Summit Square Place Suite 200, Lexington, KY, 40509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan is a board member and finance committee member for Health First Bluegrass, a non-profit, dedicating a few hours per week. Jordan is also an associate/employee at Lexington Private Wealth & Family Office, spending about a quarter to half of his time there.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.P. Morgan Securities LLCBroker
Jefferson National Securities CorporationBroker
State Registrations21 states
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