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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Michael Roach is an investment advisor representative with Retirement Planners Of America. Jordan Michael Roach is registered with FINRA and is a registered investment advisor. Jordan Michael Roach has been in the industry since February of 2013 and is licensed in Texas. Jordan Michael Roach is a registered investment advisor with Retirement Planners Of America. Jordan Michael Roach has been in the industry since February of 2013 and is licensed in Texas. Jordan Michael Roach offers financial planning, and portfolio management for individuals. Jordan Michael Roach works with high net worth individuals and individuals other than high net worth. Jordan Michael Roach has also worked with clients in pension and profit-sharing plans. Jordan Michael Roach's firm, Retirement Planners Of America, has over 15,000 clients and over $3.5 billion in assets under management. Retirement Planners Of America is based in Plano, Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
07/11/2022 - Present
Retirement Planners OF America (PLANO TX)
TX
02/27/2013 - 04/19/2018
NYLIFE SECURITIES LLC (Celina TX)
IA
Issued 04/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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