JR
Jordan Roman
FLEXIBLE PLAN INVESTMENTS LTD
BLOOMFIELD HILLS, MI 48302-1432
CRD#: 7902992
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JR
Jordan RomanFLEXIBLE PLAN INVESTMENTS LTD
Professional summary
Jordan Roman is a registered financial advisor currently at FLEXIBLE PLAN INVESTMENTS LTD located in Bloomfield Hills, Michigan and CEROS FINANCIAL SERVICES, INC. located in Rockville, Maryland.
Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jordan has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Roman'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®
NoneExperience
Current
March 3, 2026 - Present
FLEXIBLE PLAN INVESTMENTS LTD
Office #1: 3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432RIA
CRD#: 110762
BLOOMFIELD HILLS, MI
Current
May 8, 2024 - Present
CEROS FINANCIAL SERVICES, INC.
Office #1: 1445 Research Boulevard Suite 530, Rockville, MD 20850BD
CRD#: 37869
ROCKVILLE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FP
FLEXIBLE PLAN INVESTMENTS LTD
FLEXIBLE PLAN INVESTMENTS LTD
CRD#: 110762 / SEC#: 801-21073
RIA
Registered Investment Advisory firm - (4/12/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/26/2024)
RR
Alaska(6/26/2024)
RR
Arizona(6/26/2024)
RR
Arkansas(6/26/2024)
RR
California(6/26/2024)
RR
Colorado(6/26/2024)
RR
Connecticut(6/26/2024)
RR
Delaware(6/26/2024)
RR
District of Columbia(6/26/2024)
RR
Florida(6/26/2024)
RR
Georgia(6/26/2024)
RR
Hawaii(6/26/2024)
RR
Idaho(6/26/2024)
RR
Illinois(6/26/2024)
RR
Indiana(6/26/2024)
RR
Iowa(6/26/2024)
RR
Kansas(6/26/2024)
RR
Kentucky(6/26/2024)
RR
Louisiana(6/26/2024)
RR
Maine(6/26/2024)
RR
Maryland(6/26/2024)
RR
Massachusetts(6/26/2024)
RR
Michigan(6/24/2024)
IAR
Michigan(3/3/2026)
RR
Minnesota(6/26/2024)
RR
Mississippi(6/26/2024)
RR
Missouri(6/26/2024)
RR
Montana(6/26/2024)
RR
Nebraska(6/26/2024)
RR
Nevada(6/26/2024)
RR
New Hampshire(6/26/2024)
RR
New Jersey(6/26/2024)
RR
New Mexico(6/26/2024)
RR
New York(6/26/2024)
RR
North Carolina(6/27/2024)
RR
North Dakota(6/26/2024)
RR
Ohio(6/26/2024)
RR
Oklahoma(6/26/2024)
RR
Oregon(6/26/2024)
RR
Pennsylvania(6/26/2024)
RR
Puerto Rico(6/26/2024)
RR
Rhode Island(6/26/2024)
RR
South Carolina(6/26/2024)
RR
South Dakota(6/26/2024)
RR
Tennessee(6/26/2024)
RR
Texas(6/26/2024)
RR
Utah(6/26/2024)
RR
Vermont(6/26/2024)
RR
Virginia(6/26/2024)
RR
Washington(6/26/2024)
RR
West Virginia(6/26/2024)
RR
Wisconsin(6/26/2024)
RR
Wyoming(6/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/8/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
FP
FLEXIBLE PLAN INVESTMENTS LTD
FLEXIBLE PLAN INVESTMENTS LTD
CRD#: 110762 / SEC#: 801-21073
RIA
Registered Investment Advisory firm - (4/12/1984 Approved)Loading...
Contact information
Main Address
3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432
Mailing Address
Phone number
(800) 347-3539
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,557 |
| AUM (Assets Under Management) | $ 1,536,363,862 |
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.
