Jade Rossback, financial advisor Grand Rapids MI
93 score

Jade Rossback

CRD Number: 4525844
Current Firm: Retirement Wealth Advisors, Inc.

Jade Rossback (CRD# 4525844) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Grand Rapids, MI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Formulafolio Investments LLC Grand Rapids, MI Jan 2016 - Current < 1
Retirement Wealth Advisors Grand Rapids, MI Nov 2014 - Current 2
Sole Proprietor/self Employeed Hudsonville, MI Sep 2001 - Current 15
Advisory Alpha Grand Rapids, MI May 2014 - Nov 2014 < 1
Cetera Advisors LLC Denver, CO Jan 2013 - May 2014 1
Independent Fixed Insurance Hudsonville, MI Dec 2011 - May 2014 2
Multi-financial Securities Corp Denver, CO Nov 2012 - Dec 2012 < 1
Self-employed Hudsonville, MI Sep 2012 - Nov 2012 < 1
Personal Legacy Planners Grand Rapids, MI Jun 2012 - Sep 2012 < 1
Unemployed Hudsonville, MI May 2012 - Jun 2012 < 1
Self-employed Hudsonville, MI Jan 2012 - May 2012 < 1
Unemployed Hudsonville, MI Dec 2011 - Jan 2012 < 1
Usa Financial Securities Corporation Ada, MI Apr 2002 - Dec 2011 9
Usa Financial Marketing Ada, MI Mar 2001 - Dec 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Jade A. Rossback
Phone Number: 616-667-2150
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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