Unclaimed Profile

Jordan Michael Roach

RPOA ADVISORS, INC.·PLANO, Texas

SIE, Series 6, Series 7, Series 63, Series 65Clean record12 years registeredRPOA ADVISORS, INC.

2820 DALLAS PARKWAY, PLANO, TX 75093CRD# 6138878Firm CRD# 157222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jordan Michael Roach · PLANO, TX

Registration

CRD #6138878 · RPOA ADVISORS, INC. · 12 years registered

Brand Profile

Not yet started

Career History

RETIREMENT PLANNERS OF AMERICA

Jul 2022 – present

BLACK KNIGHT WEALTH MANAGEMENT, LLC

Feb 2021 – Nov 2022

Celina, TX

RETIREMENT PLANNERS OF AMERICA

May 2018 – Feb 2021

PLANO, TX

EAGLE STRATEGIES LLC

May 2014 – Apr 2018

Celina, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 6, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RPOA ADVISORS, INC.

CRD 157222 · SEC 801-72262

AUM

$3.6B

Regulatory assets under management

Employees

122

15,137 client accounts

Services offered by RPOA ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RPOA ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jordan Michael Roach offer?

Jordan Michael Roach specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.

What are Jordan Michael Roach's credentials?

Jordan Michael Roach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jordan Michael Roach located?

Jordan Michael Roach is based in PLANO, Texas, working with RPOA ADVISORS, INC.. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does Jordan Michael Roach charge for services?

Jordan Michael Roach's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RPOA ADVISORS, INC.?

RPOA ADVISORS, INC. has approximately 122 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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