JG
CFP
JG
CFP
Jamel Gordon is a CFP-designated registered investment advisor, based in Miami Beach, FL, with 16 years of industry experience.
Location
119 Washington Avenue, Suite 400, Miami Beach, FL, 33139
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2022Other Business ActivitiesSells Insurance
Jamel is an investment advisor for Rose Capital Advisors, LLC, and also receives paychecks through 44108 LLC. He also sells non-variable insurance and owns rental property, dedicating minimal time to the latter.
Employment History
Current Registrations
Saxony Securities, INC.Broker
April 2022 - Present · 4 yrs
Rose Capital Advisors, LLC
April 2022 - Present · 4 yrs
Previous Registrations
Provenance Wealth Advisors
June 2018 - April 2022 · 3 yrs 10 mos
Raymond James Financial Services Advisors, INC
March 2018 - March 2022 · 4 yrs
Raymond James Financial Services, INC.Broker
March 2018 - March 2022 · 4 yrs
Edward Jones
August 2012 - March 2018 · 5 yrs 7 mos
Edward JonesBroker
August 2012 - March 2018 · 5 yrs 7 mos
Morgan Stanley Smith Barney LLC
September 2011 - June 2012 · 9 mos
Morgan Stanley Smith BarneyBroker
July 2011 - June 2012 · 11 mos
Wells Fargo Advisors, LLCBroker
August 2009 - July 2011 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - October 2008 · 1 mo
State Registrations2 states
FLTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.