Jordan M. O'grady
Professional summary
Jordan Michael O'grady, CFP®, CPWA®, who also goes by Jordan Michael Ogrady, Jordan Ogrady, is a registered financial advisor currently at FAS WEALTH PARTNERS, INC. located in Leawood, Kansas.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jordan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Michael O'grady's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Start date: 2022-09-13
Expire date: 2024-08-31
Experience
December 9, 2014 - Present
FAS WEALTH PARTNERS, INC.
Office #1: 4747 W 135 Street Suite 100, Leawood, KS 66224September 23, 2014 - December 9, 2022
FAS CORP.
August 13, 2012 - October 8, 2014
AMERICAN CENTURY INVESTMENT SERVICES INC.
Primary Firm SEC Registration
FAS WEALTH PARTNERS, INC.
CRD#: 109796 / SEC#: 801-19282
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/9/2014)
(1/22/2024)
Exams
Current Firm
FAS WEALTH PARTNERS, INC.
CRD#: 109796 / SEC#: 801-19282
Contact information
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,010 |
| AUM (Assets Under Management) | $ 3,085,389,748 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/01/2025 | ||
| 01/31/2024 | ||
| 01/31/2023 |
Red Flags
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