Adam Jordan
Director of Investments / CCO at Paul Ried Financial Group, LLC
- Role
- Director of Investments CCO at Paul R. Ried Financial Group, Llc
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Adam Jordan
All views expressed are my own and not necessarily those of Paul R. Ried Financial Group, LLC-As Director of Investments, Adam’s responsibilities include developing, implementing and monitoring our client portfolios. This includes designing the overall asset allocation strategies, conducting in-depth market analysis, investment manager due diligence, as well as performing trading activities. Also, as Chief Compliance Officer, Adam carries out supervisory and compliance responsibilities. He joined the firm in 2002.Adam earned the Certified Investment Management Analyst designation, an internationally accredited designation, which includes an educational component administered through The Wharton School of Business. Adam earned the Accredited Asset Management Specialist designation through The College for Financial Planning. Adam is a long-time Seattle Seahawks fan and season ticket holder. He also enjoys traveling. His wife Tiphanie would say he “loves reading boring financial stuff” in his free time-10801 Main Street, Suite 201Bellevue, WA 98004Investment advisory services offered through Paul R. Ried Financial Group, LLC, a registered investment advisor.
Experience
Director of Investments CCO
Paul R. Ried Financial Group, Llc
Mar 2002 — Present · Bellevue, WA, US
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