Jordan
Bieber
Professional Advisory Services Inc
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About this Advisor
Jordan Bieber is a financial advisor working in Vero Beach, Florida with a total of 5 years of industry experience. Bieber is an advisor for Professional Advisory Services Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Stetson University and Professional Advisory Services, Inc. Bieber has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Florida. Professional Advisory Services Inc is a company based in Vero Beach, FL. It has $1 billion in assets across its 1,151 customer accounts, placing it among the larger firms in the nation by assets under management. The firm serves eight charities and foundations. Of its 1,151 accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on the financial services provided. Fees charged by Professional Advisory Services Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Professional Advisory Services Inc Brokerage Details
$1,030,856,526
13
1,151
$895,618
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jordan Bieber Work History
Jordan has been registered as a financial advisor for 5 years.*
Professional Advisory Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Stetson University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Vero Beach, FL
Vero Beach, FL
Vero Beach, FL
Vero Beach, FL
Vero Beach, FL
Vero Beach, FL
Vero Beach, FL
Vero Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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