FAS Wealth Partners

THE PEOPLE

Jordan O'Grady

Jordan M. O’Grady

CFA, CFP®

Adviser, Co-Chief Investment Officer∗

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.

∗ Denotes Shareholder of FAS Wealth Partners, Inc.

Educational Background

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

Professional Designations

  • Chartered Financial Analyst® charterholder
  • CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
  • Certified Private Wealth Advisor designation (CPWA®)

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