Grant S. Jordy

ROSE WEALTH

LONGVIEW, TX 75605

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CRD#: 7144186

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

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)

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

State Security Law Exam

IAR

Series 66

Date: 5/1/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/16/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/21/2023

Securities Industry Essentials Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	48
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.

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Grant S. Jordy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ROSE WEALTH, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/1/2024

Series 7TO

Date: 6/16/2023

SIE

Date: 4/21/2023

Current Firm

ROSE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROSE WEALTH, LLC

TRUST BUT VERIFY

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