AJ
Adam Jordan
Director Of Investments / Cco at Paul R. Ried Financial
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Work Experience
Director Of Investments / Cco
Mar 2002 - Present · 22 years and 9 months
North American West Coast Lead
Jul 2019 - Present · 5 years and 5 months
Company Details
11-50 Employees
Our mission is simple: Empower each client to focus on what matters most in life. We are truly partners on your life journey, providing education, guidance and counsel at each step of the way. Our aim is to apply wisdom to your financial decision-making, giving you the financial freedom to pursue your interests, dreams and passions. As a result we hope to simplify your financial life so you and your family can get the most out of this wonderful time in life... Your retirement! In short, our mission is to enable you to achieve TRUE WEALTH...and that is to enjoy a fulfilling worry-free retirement! ------------------------------------------------------------------------------------------------------------------------------ 10801 Main Street, Suite 201 Bellevue, WA 98004 *Investment advisory services offered through Paul R. Ried Financial Group, LLC, a registered investment advisor. Securities and additional investment advisory services offered through Cetera Advisors Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Year Founded
1986
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
10801 Main Street Suite 201 Bellevue, WA - Washington 98004, US
Keywords
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