Jaco Jordaan (CRD# 2788224) is an Investment Advisor Representative working at Riverchase Wealth Management, LLC in Upper Saint Clair, PA and has over 28 years of experience in the finance industry. Jaco Jordaan has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Riverchase Wealth Management, LLC | Upper St Clair, PA | Apr 2024 - Current | < 1 |
Opus Financial Solutions LLC | Boulder, CO | Mar 2020 - May 2024 | 4 |
Sanitas Wealth Management, LLC | Boulder, CO | Mar 2017 - May 2020 | 3 |
H.d. Vest Advisory Services | Plano, TX | Mar 2007 - Apr 2017 | 10 |
H.d. Vest Investment Services | Irving, TX | Jan 2007 - Apr 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 1996 |
- CO
- PA
- TX
-
Total Assets Under Management117MILLIONS
-
Total Number of Accounts381ACCOUNTS
-
Average Account Value$307,157
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, PA, TX
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