Adam Jordan
Paul R. Ried Financial Group · Bellevue, Washington
Adam Jordan is a fee-only financial advisor at Paul R. Ried Financial Group in Bellevue, Washington. Paul R. Ried Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Paul R. Ried Financial Group |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.27B across 2,516 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 4541062 |
| Exams passed | Series 63 (2003) · Series 65 (2011) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.paulried.com |
| Profile |
How Adam's firm compares
- Paul R. Ried Financial Group's average account is about $504,000, from its Form ADV (assets managed divided by 2,516 accounts).
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Questions about Adam
Is Adam Jordan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Paul R. Ried Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Paul R. Ried Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adam Jordan based?
Adam Jordan is based in Bellevue, Washington.
Is Adam Jordan registered with the SEC?
Yes. Adam Jordan is registered as an investment adviser representative in TX and WA (CRD 4541062), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paul R. Ried Financial Group manage?
Paul R. Ried Financial Group reports $1.27B across 2,516 accounts in assets under management.
How do I contact Adam Jordan?
Through Adam's website, www.paulried.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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