Jade RossbackCRD 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 15 years of experience in the finance industry.
Raymond James & Associates, Inc.
Tarfis Wealth Management
|Formulafolio Investments LLC||Grand Rapids, MI||Jan 2016 - Current||2|
|Retirement Wealth Advisors||Grand Rapids, MI||Nov 2014 - Current||3|
|Sole Proprietor/self Employeed||Hudsonville, MI||Sep 2001 - Current||16|
|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|
Total Assets Under Management1,512MILLIONS
Total Number of Accounts13,030ACCOUNTS
Average Account Value$116,046
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.