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Jordan Eich

Howe AND Rusling, Inc.

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About Jordan Eich

Jordan Eich is a financial advisor with Howe AND Rusling, Inc.. Jordan has been working in the industry since 2018. Jordan is registered with the state of New York. Jordan has a Series 6, 7TO, 63, and 65. Jordan holds the Certified Financial Planner designation. Jordan has specialized in providing services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Jordan's firm has offices in Rochester, New York.

Firm Information

Jordan Eich is currently registered with Howe AND Rusling, Inc.. Howe AND Rusling, Inc. is an investment advisor based in Rochester, NY. They specialize in financial planning, portfolio management for individuals and businesses, and consulting services. The firm manages over $1.67 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and insurance companies. They also publish periodicals and offer selection of other advisers services.
Howe AND Rusling, Inc.

165 CULVER RD

ROCHESTER, NY 14620

$1.68B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jordan Eich’s Registration & Firm History

NY

10/10/2024 - Present

Howe AND Rusling, Inc. (ROCHESTER NY)

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Licenses & Designations

IA

Issued 08/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/25/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Eich.
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