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Adam Jordan

Paul R. Ried Financial Group, LLC

Bellevue, WA

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Current Employers
Paul R. Ried Financial Group, Llc

10801 Main Street Suite 201, Bellevue, WA 98004-6366 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-08-16
WA RA APPROVED 2018-08-16
  • TX RA
    APPROVED
    Since 2018-08-16
  • WA RA
    APPROVED
    Since 2018-08-16

Branch Locations

10801 Main Street Suite 201, Bellevue, WA 98004-6366 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paul Ried Financial Group Bellevue WA 03/2002 Present
Cetera Advisor Networks Llc El Segundo CA 01/2013 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 03/2002 → Present
    Paul Ried Financial Group
    Bellevue, WA
  • 01/2013 → Present
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2023 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Previous Registrations
  • 2023-06-29 → 2024-10-28
    Cetera Investment Advisers Llc
    Bellevue, WA
  • 2011-03-22 → 2023-06-29
    Cetera Wealth Services, Llc
    Bellevue, WA
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-16
S63 Uniform Securities Agent State Law Examination 2003-06-28
  • S65 Uniform Investment Adviser Law Examination
    2011-03-16
  • S63 Uniform Securities Agent State Law Examination
    2003-06-28
Other Names
  • Adam Jordan
  • Adam Jordan Lien

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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