Jordan
Roach
Retirement Planners Of America
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About this Advisor
Jordan Roach is a financial advisor operating out of Plano, Texas, who has 1 year of industry experience. Roach works at Retirement Planners Of America. During their career, the advisor has held roles at Nylife Securities LLC, New York Life, Eagle Strategies LLC, Wood Legacy Group, LLC, Black Knight Wealth Management, LLC and Mmwkm Advisors, LLC. Roach holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Retirement Planners Of America is a registered investment firm based out of Plano, TX. The company has offices in 16 locations and a total of 115 people on staff. It oversees $3 billion in total assets across its 18,025 client accounts, making it one of the biggest firms in the country by assets under management. Of its 18,025 client accounts, just 12% are held by high-net-worth individuals who have more than $1 million in assets. Retirement Planners Of America has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually vary depending on which service is offered. Fees charged by Retirement Planners Of America typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirement Planners Of America Brokerage Details
$3,429,793,211
115
18,025
$190,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jordan Roach Work History
Jordan has been registered as a financial advisor for 1 years.*
Mmwkm Advisors, LLC
Black Knight Wealth Management, LLC
Wood Legacy Group, LLC
Mmwkm Advisors, LLC
Eagle Strategies LLC
Nylife Securities LLC
New York Life
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jordan Roach 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 Retirement Planners Of America
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
