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GJ

Grant S. Jordy

ROSE WEALTH
LONGVIEW, TX 75605
Some features on this profile are disabled
CRD#: 7144186
GJ

Professional summary

Grant Skylar Jordy, who also goes by Grant Jordy, is a registered financial advisor currently at ROSE WEALTH, LLC located in Longview, Texas.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Grant has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Grant Jordy

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Skylar Jordy's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 19, 2025 - Present

ROSE WEALTH, LLC

Office #1: 305 West Loop 281 Suite 101, Longview, TX 75605
RIA
CRD#: 334740
LONGVIEW, TX
Past

May 2, 2024 - November 17, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TYLER, TX
Past

July 10, 2023 - November 17, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TYLER, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(11/19/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/1/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/16/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/21/2023
Securities Industry Essentials Examination

Current Firm

RW
ROSE WEALTH, LLC
ROSE WEALTH | ROSE WEALTH, LLC | ROSE WEALTH ADVISERS, LLC

CRD#: 334740 / SEC#:

Texas
Registered Investment Advisory firm - (4/11/2025 Approved)
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Contact information

Main Address
305 West Loop 281 Suite 101, Longview, TX 75605
Mailing Address
Phone number
(903) 331-0438
Established
Firm type
Fiscal year end
# of Employees
8

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts48
AUM (Assets Under Management)$ 5,900,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROSE WEALTH, LLC

CRD#: 334740Longview, TX 75605

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