Jaco
Jordaan

Riverchase Wealth Management, LLC

CRD#2788224
Investment Advisor
in Upper St. Clair, PA

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About this Advisor

Jaco Jordaan is a financial advisor based in Upper St. Clair, Pennsylvania, working with Riverchase Wealth Management, LLC. Jaco has previously held positions at H.D. Vest Investment Services, H.D. Vest Advisory Services, Sanitas Wealth Management, LLC, Riverchase Wealth Management, LLC, and Opus Financial Solutions LLC. Jaco has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Pennsylvania, and Texas. Currently, Jaco is part of Riverchase Wealth Management, LLC, which operates out of Upper St. Clair, Pennsylvania. The firm has one office and six employees. The firm manages assets totaling $117.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Riverchase Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Upper St. Clair, PA

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Riverchase Wealth Management, LLC Brokerage Details

Total Assets Under Management

$117,026,645

PA Average: $3,042,739,679
Total Number of Employees

6

PA Average: 49
Total Number of Accounts

381

PA Average: 2,315
Average Account Size

$307,157

PA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jaco Jordaan Work History

2024 - Present (0 year)

Riverchase Wealth Management, LLC

2020 - Present (4 years)

Opus Financial Solutions LLC

2017 - 2020 (3 years)

Sanitas Wealth Management, LLC

2007 - 2017 (10 years)

H.D. Vest Investment Services

2007 - 2017 (10 years)

H.D. Vest Advisory Services

Disclosures

Please visit the SEC profile of Jaco Jordaan 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 Riverchase Wealth Management, LLC

Albert Dean
Flower Mound, TX
Sean Kelleher
Flower Mound, TX
Jaco Jordaan
Upper St. Clair, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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