Jean Tobin Riordan
Investment adviser representative at Next Level Private LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Next Level Private LLCJan 2026 to now
- Vision Retirement, LLCMar 2022 to Jan 2026
- LPL Financial LLCNov 2017 to Jan 2026
- Lexco Wealth ManagementOct 2017 to Dec 2021
- National Planning CorporationApr 2007 to Nov 2017
- Teg FcuFeb 2004 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (NY).
Next Level Private LLC
$1.4BAssets managed
841Clients
14Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2138296
- Firm CRD
- 313247