TrueAdvisor
TrueAdvisor
JR
JR

Jordan Michael Roach

Retirement Planners of America
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Retirement Planners of America
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
6,827 clients
Average Client Portfolio
$582K average
Assets Under Management
$4.0B

Fee Structure

Financial Planning:Included in AUM fee

Location

2820 Dallas Parkway, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Retirement Planners of America
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Black Knight Wealth Management, LLC
February 2021 - November 2022 · 1 yr 9 mos
Retirement Planners of America
May 2018 - February 2021 · 2 yrs 9 mos
Eagle Strategies LLC
May 2014 - April 2018 · 3 yrs 11 mos
Nylife Securities LLCBroker
February 2013 - April 2018 · 5 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.