Ryan P Jordan
Investment adviser representative at LPL Financial LLC
14 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCAug 2026 to now
- Raymond James & Associates, Inc.Sep 2022 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to Sep 2022
- Stevens Heating and CoolingMar 2020 to Sep 2021
- Datafied / Auki LLCSep 2019 to Mar 2020
- Elevate AthleticsJun 2019 to Sep 2019
- UmemployedFeb 2019 to Jun 2019
- G5 Search MarketingMar 2018 to Feb 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2016 to Mar 2018
- Bank of America, N.A.Jun 2016 to Mar 2018
- Oregon Baseball AcademyNov 2013 to Apr 2017
- Elevate Athletics LLCJan 2012 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6694866
- Firm CRD
- 6413