Raymond James & Associates, Inc
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About this Advisor
Jordan Grzesczyk is a certified financial planner in New York, New York. Currently a registered advisor with Raymond James & Associates, Inc, they have accrued 14 years of practice in the financial advisory industry. Grzesczyk maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Grzesczyk is able to operate based out of Connecticut. During their career, the advisor has held roles at Southington Public Schools, Merrill Lynch, Pierce, Fenner & Smith Inc, Elite Property LLC, University Of Connecticut, Bank Of America N.A, Morgan Stanley Private Bank, National Association, Raymond James & Associates, Inc and Morgan Stanley. Raymond James & Associates, Inc is located in New York, New York, and operates out of 422 other offices across the United States. As a registered advisory firm, Raymond James & Associates, Inc manages $143 billion in assets across 472,443 accounts and retains more than 13,277 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 394,071 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Raymond James & Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Raymond James & Associates, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jordan Grzesczyk Work History
Jordan has 14 years of experience.
Raymond James & Associates, Inc
Morgan Stanley Private Bank, National Association
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Elite Property LLC
University Of Connecticut
Southington Public Schools
Jordan Grzesczyk has no disclosures.
Please visit their SEC profile for more details.