Jordan
Mcconnell
Root Financial Partners
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About this Advisor
Jordan Mcconnell is a financial advisor based in Castle Rock, Colorado, working with Root Financial Partners. Jordan has previously held positions at Charles Schwab & Co., Inc, Hntb Corporation, Schwab Private Client Investment Advisory, The Vanguard Group, Inc, and Root Financial Partners. Jordan has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Jordan is part of Root Financial Partners, which operates out of Castle Rock, Colorado. The firm has 15 employees and manages assets totaling $399.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Root Financial Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Root Financial Partners Brokerage Details
$399,221,544
15
1,229
$324,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jordan Mcconnell Work History
Root Financial Partners
The Vanguard Group, Inc
Schwab Private Client Investment Advisory
Schwab Private Client Investment Advisory
Charles Schwab & Co., Inc
Hntb Corporation
Disclosures
Please visit the SEC profile of Jordan Mcconnell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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