Jordan Ramirez
Jordan Ramirez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Virginia Beach, VA, with 6 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
2101 Parks Avenue, Suite 801, Virginia Beach, VA, 23451
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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 supports Towne Wealth Management and works as a financial advisor for TowneBank. Both activities require minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations18 states
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