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Jordan Arthur Ranly

Nvest Wealth Strategies, Inc.

Powell, OH

CRD 7859014

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Employer firm

Nvest Wealth Strategies, Inc. CRD 139758

$237M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Nvest Wealth Strategies, Inc.

9757 Fairway Drive, Powell, OH 43065 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-19
  • OH RA
    APPROVED
    Since 2025-09-19

Branch Locations

9757 Fairway Drive, Powell, OH 43065 • 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
Nvest Wealth Strategies, Inc Powell OH 03/2022 Present
Honda Motor Company Marysville OH 06/2003 03/2022
Designations
  • Certified Financial Planner
Other Names
  • Jordan A Ranly

View on SEC IAPD

Nearby Firms

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC
D.A. DAVIDSON & CO.
SHUTTLEWORTH & COMPANY

Nearby Investors

DAVID THOMAS GILG
Zakariah Yehya Aziz
TODD EDWARD CRAWFORD

Nearby Offices

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC · POWELL, OH
D.A. DAVIDSON & CO. · POWELL, OH
SHUTTLEWORTH & COMPANY · POWELL, OH

More in Powell, OH

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