Jordan
Bieber

Professional Advisory Services Inc

CRD#6441562
Investment Advisor
in Vero Beach, FL

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About this Advisor

Jordan Bieber is a financial advisor based in Vero Beach, Florida, working with Professional Advisory Services Inc. Jordan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Professional Advisory Services, Inc. Jordan has passed the Series 66 regulatory exam and is registered to provide services in California and Florida. Currently, Jordan is part of Professional Advisory Services Inc, which operates out of Vero Beach, Florida. The firm has 13 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Professional Advisory Services Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2770 Indian River Blvd Suite 204
Vero Beach, FL 32960

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Professional Advisory Services Inc Brokerage Details

Total Assets Under Management

$1,144,075,256

FL Average: $1,855,561,029
Total Number of Employees

13

FL Average: 62
Total Number of Accounts

1,214

FL Average: 2,474
Average Account Size

$942,401

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jordan Bieber Work History

2018 - Present (6 years)

Professional Advisory Services, Inc

2015 - 2018 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2018 (3 years)

Bank Of America, N.A

Disclosures

Please visit the SEC profile of Jordan Bieber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Professional Advisory Services Inc

Jordan Bieber
Vero Beach, FL
Jeremy Goldberg
Vero Beach, FL
Donald Sienkiewicz
Vero Beach, FL
Christoper Steele
Vero Beach, FL
Robert Polackwich
Vero Beach, FL
Christopher Brown
Vero Beach, FL
Carol Bieber
Vero Beach, FL
David Jaffe
Vero Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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