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CCO · Paul R. Ried Financial Group, LLC

Adam Jordan

CRD 4541062 · Named on Form ADV at one SEC-registered adviser

At a glance

Paul R. Ried Financial Group, LLC, an SEC-registered wealth manager based in Bellevue, WA with $1.3 billion in regulatory assets, lists Adam Jordan on its Form ADV as CCO, a control person.

Firms and roles

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Paul R. RiedPresident/ceo, Paul R. Ried Financial Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.