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Jordan Marcus Roberts

THE Fiduciary Alliance

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About Jordan Marcus Roberts

Jordan Roberts is a registered investment advisor representative in South Carolina. Jordan has been in the industry for over five years and has a Series 7, 66 and SIE. Jordan is currently employed by The Fiduciary Alliance and has previously worked for UBS Financial Services. Jordan is also an attorney and provides legal consulting for dental practices.

Firm Information

Jordan Roberts is currently registered with THE Fiduciary Alliance. THE Fiduciary Alliance is an SEC-registered investment advisor located in Greenville, SC. The firm manages a total of $1.23 billion in client assets, including $788 million in discretionary assets. THE Fiduciary Alliance offers a range of advisory services, including financial planning, educational seminars, and portfolio management for individuals, businesses, and other investment advisors. The firm serves a diverse client base, including corporations, individuals, trusts, and charitable organizations.
THE Fiduciary Alliance

511 RHETT STREET, SUITE 2A

GREENVILLE, SC 29601

$1.23B

Assets Under Management

Not reported

Total Clients

29

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jordan Roberts’s Registration & Firm History

SC

09/17/2020 - Present

THE Fiduciary Alliance (GREENVILLE SC)

SC

06/28/2019 - 08/07/2020

UBS FINANCIAL SERVICES INC. (GREENVILLE SC)

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Licenses & Designations

BOTH

Issued 03/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/28/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/28/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jordan Marcus Roberts. Review regulatory record here.
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