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Jordan Monroe Bieber

Professional Advisory Services Inc

Vero Beach, FL

CRD 6441562

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Employer firm

Professional Advisory Services Inc CRD 105397

$1.26B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Professional Advisory Services Inc

2770 Indian River Blvd Suite 204, Vero Beach, FL 32960 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-08-30
CA RA APPROVED 2018-08-28
  • FL RA
    APPROVED
    Since 2018-08-30
  • CA RA
    APPROVED
    Since 2018-08-28

Branch Locations

2770 Indian River Blvd Suite 204, Vero Beach, FL 32960 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 01/2015 05/2018
Bank Of America, N.A. Jacksonville FL 01/2015 05/2018
Professional Advisory Services, Inc Vero Beach FL 06/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-16
  • S66 Uniform Combined State Law Examination
    2015-06-16
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
CORRY CAPITAL ADVISORS, LLC

Nearby Investors

MICHAEL JOHN CURLEY
MICHELLE ANN DAVIS
WILLIAM GARDNER JOHNSON

Nearby Offices

MORGAN STANLEY · Vero Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL

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