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Ryan E Jordan

Wealthspire Advisors

Potomac, MD

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-03
  • MD RA
    APPROVED
    Since 2025-01-03

Branch Locations

12435 Park Potomac Blvd Suite 500, Potomac, MD 20854 • 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
Wealthspire Advisors Potomac MD 06/2021 Present
Wealthspire Advisors Potomac MD 06/2020 07/2020
Crosspoint Wealth Partners Charlottesville VA 08/2020 05/2021
Mason & Associates Newport News VA 06/2019 01/2020
Virginia Tech Blacksburg VA 08/2017 05/2021
Middle School/High School Yorktown VA 01/2011 06/2017
  • 06/2021 → Present
    Wealthspire Advisors
    Potomac, MD
  • 06/2020 → 07/2020
    Wealthspire Advisors
    Potomac, MD
  • 08/2020 → 05/2021
    Crosspoint Wealth Partners
    Charlottesville, VA
  • 06/2019 → 01/2020
    Mason & Associates
    Newport News, VA
  • 08/2017 → 05/2021
    Virginia Tech
    Blacksburg, VA
  • 01/2011 → 06/2017
    Middle School/High School
    Yorktown, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-14
  • S65 Uniform Investment Adviser Law Examination
    2021-08-14
Other Names
  • Ryan Edward Jordan

View on SEC IAPD

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Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD
WEALTHSPIRE ADVISORS · Potomac, MD
CHARLES SCHWAB & CO., INC. · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
WEALTHSPIRE ADVISORS · Potomac, MD
EDWARD JONES · POTOMAC, MD
MORGAN STANLEY · POTOMAC, MD
PATHSTONE · Potomac, MD

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