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Chief Investment Officer · Retirement Planners of America

Jordan M. Roach

CRD 6138878 · Named on Form ADV at one SEC-registered adviser

At a glance

Retirement Planners of America, an SEC-registered wealth manager based in Plano, TX with $3.6 billion in regulatory assets, lists Jordan M. Roach on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

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Jordan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jordan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.