Adam Jordan

Director of Investments / CCO

Adam Jordan is Director of Investments and Chief Compliance Officer for Paul R. Ried Financial Group, LLC, an RIA based in Bellevue, WA with over $900 million in AUM focused on individual retirees. Adam's responsibilities include developing, monitoring and implementing client portfolios. This includes designing the overall asset allocation strategies, conducting in-depth market analysis and investment manager due diligence. As CCO he also carries out supervisory and compliance functions. Adam is a Certified Investment Management Analyst®, Accredited Asset Management Specialist®, and Investment Advisor Certified Compliance Professional®. He is also part of the leadership team for the Association of Professional Fund Investors.

Talks About
#wealthmanagement #assetallocation

Preferred Locations
#NorthAmerica