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Jordan Ranly, portrait

Jordan Ranly

Partner at Nvest Wealth Strategies in Powell, OH

Investment adviser registrationUpdated

Jordan Ranly is Partner of Nvest Wealth Strategies, Inc., an investment adviser managing $237M, and works from its Powell, OH office. Jordan Ranly has been registered as an investment adviser representative through Nvest Wealth Strategies since 19 September 2025 and has 1 year in the industry across 1 firm.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jordan Ranly has been Partner of Nvest Wealth Strategies since January 2024, is a control person of the firm and directly owns between 25% and 50% of it. Jordan Ranly holds a B.S. in Mechanical Engineering from The Ohio State University and an MBA from Ashland University.

Nvest Wealth Strategies, Inc. is a Powell, OH firm with $237M under management, 187 clients and 2 advisers in one office, as of its January 2026 filing.

Jordan Ranly is Partner & Financial Advisor of Nvest Wealth Strategies. He joined the firm following nearly 19 years of employment with Honda (2003~2022), where he held various engineering and supply chain leadership roles. In 2023 he completed the requisite coursework with Boston University and passed the exam towards the CERTIFIED FINANCIAL PLANNER designation.

  1. – present · 1 year
    Powell, OH · Adviser representative · Firm CRD 139758

Credentials and registrations

Investment adviser representative registrations

Jordan Ranly is registered as an investment adviser representative in Ohio, since September 2025.

  • OhioSince 19 September 2025

Examinations

No examinations are on Jordan Ranly’s record.

Key facts

Full name
Jordan Arthur Ranly
CRD
7859014
Firm
Nvest Wealth Strategies · CRD 139758
Role
Partner
Office
9757 FAIRWAY DRIVE, Powell, OH 43065
Registration
Investment adviser registration
In the industry since
September 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jordan Ranly work?

Jordan Ranly has been Partner of Nvest Wealth Strategies, Inc. since January 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 January 2026

Is Jordan Ranly a financial advisor?

Yes. Jordan Ranly has a current investment-adviser registration in Ohio, through Nvest Wealth Strategies since September 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jordan Ranly have?

Jordan Ranly has 1 year in the financial industry, since September 2025, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Jordan Ranly based?

Jordan Ranly’s registered office is in Powell, OH.

Source: IAPD individual record, checked 22 October 2026

Is Jordan Ranly registered with FINRA?

No. Jordan Ranly has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jordan Ranly’s record?

Search CRD 7859014 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Ranly’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Nvest Wealth Strategies

Sources

  1. IAPD individual record, CRD 7859014, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Nvest Wealth Strategies, Inc., filed 13 January 2026. Title, control and ownership bands.
  3. Nvest Wealth Strategies team page. Biography, education, credentials, awards and the portrait, reproduced for identification.