Jamel Gordon (CRD# 5410346) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 13 years of experience in the finance industry. Jamel Gordon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saxony Securities Inc. | St. Louis, MO | Apr 2022 - Current | 1 |
| Rose Capital Advisors, LLC | Miami Beach, FL | Mar 2022 - Current | 1 |
| Provenance Wealth Advisors | Fort Lauderdale, FL | Mar 2018 - Apr 2022 | 4 |
| Raymond James Financial Services, Inc. | Ft. Lauderdale, FL | Mar 2018 - Mar 2022 | 4 |
| Raymond James Financial Services Advisors, Inc. | Ft. Lauderdale, FL | Mar 2018 - Mar 2022 | 4 |
| Edward Jones | Aventura, FL | Aug 2012 - Mar 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management410MILLIONS
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Total Number of Accounts669ACCOUNTS
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Average Account Value$612,246
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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CA, FL, GA, IN, LA, MA, NJ, NY, OH, TX, VT
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