JORDAN M. O’GRADY, CFA®, CFP®

Adviser, Wealth and Investment Manager ∗

Educational Background

  • B.A. in Finance, University of Missouri- Kansas City, 2012

 

Business Experience
Jordan joined FAS as an Investment Adviser Representative in 2014. He is responsible for providing research for all current and prospective investments for clients along with assisting in transaction executions and portfolio management. Jordan is a CFA® charterholder and a member of the CFA® Institute. Previously he worked for American Century Investments.

 

Professional Designations

  • Chartered Financial Analyst® designation
  • CERTIFIED FINANCIAL PLANNER™ certification (CFP®)

 

Additional information about Jordan is available on the SEC website at www.adviserinfo.sec.gov.

∗  Denotes Shareholder of FAS Wealth Partners, Inc.