Jamel Gordon
CFP®Professional Summary
Jamel Gordon, CFP®, who also goes by Jamel Gordon, is a registered financial advisor currently at ROSE CAPITAL ADVISORS, LLC located in Miami Beach, Florida. Jamel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jamel has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jamel Gordon
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
ROSE CAPITAL ADVISORS, LLC | WEALTH CAPITAL PARTNERS | TANDRAGEE GLOBAL ADVISORS | SULZBERGER CAPITAL ADVISORS
Contact Information
Main Address
119 Washington Avenue Suite 400, Miami Beach, FL 33139Phone Number
(305) 534-7673# of Employees
14SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
917AUM (Assets Under Management)
$608,316,066Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ROSE CAPITAL ADVISORS, LLC | WEALTH CAPITAL PARTNERS | TANDRAGEE GLOBAL ADVISORS | SULZBERGER CAPITAL ADVISORS
State Registrations and Notice Filings
(4/27/2022)
(4/4/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jamel Gordon's CRS (Customer Relationship Summary).
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