linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jordan Nicholas McConnell

Root Financial Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jordan? Claim Your Profile

About Jordan Nicholas McConnell

Jordan McConnell is a financial advisor with Root Financial Partners. Jordan has been in the financial services industry since 2016. Jordan has licenses to provide financial advice in California and Colorado. Jordan has been with Root Financial Partners since April 2024. Prior to that, Jordan was with Vanguard Marketing Corporation and Charles Schwab & Co., Inc.

Firm Information

Jordan McConnell is currently registered with Root Financial Partners. Root Financial Partners is an investment advisor headquartered in ENCINITAS, CA. The firm has 9 investment advisor representatives and manages $399,221,544 in regulatory assets under management. Root Financial Partners provides financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Root Financial Partners

1106 2ND STREET

ENCINITAS, CA 92024

$399.22M

Assets Under Management

Not reported

Total Clients

14

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jordan McConnell’s Registration & Firm History

CO

04/23/2024 - Present

Root Financial Partners (Castle Rock CO)

NC

02/04/2022 - 04/10/2024

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

CO

08/15/2016 - 01/09/2022

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

Not sure if Jordan Nicholas McConnell is right for you?

Licenses & Designations

BOTH

Issued 10/19/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Nicholas McConnell.
Not sure if Jordan Nicholas McConnell is right for you?