Adam Jordan is Director of Investments and Chief Compliance Officer at Paul R. Ried Financial Group, an RIA firm based out of Bellevue, Wash., specializing in serving individual retirees. Adam joined the firm in 2002. His responsibilities include designing the overall asset allocation strategies, conducting in-depth market analysis, investment manager due diligence, as well as carrying out the firm’s compliance responsibilities. Adam is also the author of the firm’s client-focused market commentaries.
Adam earned the Certified Investment Management Analyst designation, an internationally accredited designation, which includes an educational component administered through the Wharton School at the University of Pennsylvania. Adam also earned the Accredited Asset Management Specialist designation through the College for Financial Planning. In addition, Adam is part of the leadership team for the Association of Professional Fund Investors (APFI).
Email: adamj@paulried.com | Website: www.paulried.com | LinkedIn: www.linkedin.com/in/Adamjordan7
