Jordan R. Eich

HOWE AND RUSLING

Rochester, NY 14620

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CRD#: 6913738

Professional summary

Jordan Ried Eich, CFP®, who also goes by Jordan Eich, is a registered financial advisor currently at HOWE AND RUSLING, INC. located in Rochester, New York.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jordan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Eich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. LITERACY ROCHESTER - BOARD MEMBER: 07/2022 - PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Ried Eich's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

October 10, 2024 - Present

HOWE AND RUSLING, INC.

Office #1: 165 Culver Rd Suite 100, Rochester, NY 14620

RIA

CRD#: 104627

Rochester, NY

Past

August 31, 2021 - October 3, 2024

MANNING & NAPIER ADVISORS, LLC

RIA

CRD#: 105992

FAIRPORT, NY

Past

March 14, 2018 - October 3, 2024

MANNING & NAPIER INVESTOR SERVICES, INC.

CRD#: 26266

FAIRPORT, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOWE AND RUSLING, INC.

CRD#: 104627 / SEC#: 801-294

RIA

Registered Investment Advisory firm - (1/3/1941 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(10/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/27/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/25/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/11/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/14/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HOWE AND RUSLING, INC.

CRD#: 104627 / SEC#: 801-294

RIA

Registered Investment Advisory firm - (1/3/1941 Approved)

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Contact information

Main Address

165 Culver Rd Suite 100, Rochester, NY 14620

Mailing Address

Phone number

(585) 325-4140

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOWE & RUSLING ADV PART 2 BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts	3,045
AUM (Assets Under Management)	$ 2,026,253,586

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jordan R. Eich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Ried Eich's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANNING & NAPIER ADVISORS, LLC

MANNING & NAPIER INVESTOR SERVICES, INC.

Primary Firm SEC Registration

HOWE AND RUSLING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2021

Series 63

Date: 5/25/2018

Series 7TO

Date: 5/11/2023

SIE

Date: 10/1/2018

Series 6

Date: 3/14/2018

Current Firm

HOWE AND RUSLING, INC.

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOWE AND RUSLING, INC.

TRUST BUT VERIFY

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