Jordan Ried Eich

Employer firm

Howe And Rusling, Inc. CRD 104627

$2.44B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 06/2017
  Churchville-Chili Senior High School
  Churchville, NY
• 11/2014 → 09/2024
  Manning & Napier Advisors, Llc
  Fairport, NY
• 10/2024 → Present
  Howe And Rusling, Inc.
  Rochester, NY

Previous Registrations

• 2021-08-31 → 2024-10-03
  Manning & Napier Advisors, Llc
  Fairport, NY
  Rochester, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-27
• S63 Uniform Securities Agent State Law Examination
  2018-05-25

Designations

• Certified Financial Planner

Other Names

• Jordan Eich