RJ
RJ
Ryan Jordan
4 Years of Experience
Bend, OR
1 DisclosureBroker
Ryan Jordan is a registered investment advisor at Raymond James & Associates, INC., based in Bend, OR, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1001 SW Disk Dr, Suite 104, Bend, OR, 97702
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2024Denied
Other Business Activities
Ryan coaches baseball lessons and camps for youth athletes since 2022. He spends a few hours per week on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2022 - September 2022 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - March 2018 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - March 2018 · 1 yr 4 mos
State Registrations24 states
ALAZCACOCTFLHIIDMAMIMNMOMTNVNYOHORSDTXUTVAWAWIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.