Jamel
Gordon
Rose Capital Advisors, LLC
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About this Advisor
Jamel Gordon is a financial advisor based in Miami Beach, Florida, working with Rose Capital Advisors, LLC. Jamel has previously held positions at Edward Jones, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Provenance Wealth Advisors, Rose Capital Advisors, LLC, and Saxony Securities Inc. Jamel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Jamel is part of Rose Capital Advisors, LLC, which operates out of Miami Beach, Florida. The firm has 2 offices and 10 employees. The firm manages assets totaling $543.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Rose Capital Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Rose Capital Advisors, LLC Brokerage Details
$543,185,870
10
813
$668,125
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Jamel Gordon Work History
Rose Capital Advisors, LLC
Saxony Securities Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Provenance Wealth Advisors
Edward Jones
Disclosures
Please visit the SEC profile of Jamel Gordon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rose Capital Advisors, LLC
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
East Falmouth, MA
Miami Beach, FL
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