Best Investors Account Sign in
Inactive

Jaco Jordaan

Riverchase Wealth Management, LLC

Upper St. Clair, PA

Flower Mound, TX

Claim This Profile
Current Employers
Riverchase Wealth Management, Llc

3419 Cross Timbers Road Suite 105, Flower Mound, TX 75028 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-04-05
PA RA APPROVED 2024-04-05
TX RA APPROVED 2024-04-05
  • CO RA
    APPROVED
    Since 2024-04-05
  • PA RA
    APPROVED
    Since 2024-04-05
  • TX RA
    APPROVED
    Since 2024-04-05

Branch Locations

Upper St. Clair, PA • United States

3419 Cross Timbers Road Suite 105, Flower Mound, TX 75028 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
H.D. Vest Investment Services Irving TX 01/2007 04/2017
H.D. Vest Advisory Services Plano TX 03/2007 04/2017
Sanitas Wealth Management, Llc Boulder CO 03/2017 05/2020
Opus Financial Solutions Llc Boulder CO 03/2020 05/2024
Riverchase Wealth Management, Llc Upper St Clair PA 04/2024 Present
  • 01/2007 → 04/2017
    H.D. Vest Investment Services
    Irving, TX
  • 03/2007 → 04/2017
    H.D. Vest Advisory Services
    Plano, TX
  • 03/2017 → 05/2020
    Sanitas Wealth Management, Llc
    Boulder, CO
  • 03/2020 → 05/2024
    Opus Financial Solutions Llc
    Boulder, CO
  • 04/2024 → Present
    Riverchase Wealth Management, Llc
    Upper St Clair, PA
Previous Registrations
  • 2020-03-16 → 2024-05-08
    Opus Financial Solutions Llc
    Superior, CO
    Upper St. Clair, PA
    Downers Grove, IL
    Upper St. Clair, PA
  • 2017-05-22 → 2020-05-15
    Sanitas Wealth Management, Llc
    Suprior, CO
  • 2007-05-18 → 2017-05-01
    Avantax Advisory Services
    Dallas, TX
    Irving, TX
    Boulder, CO
  • 2004-09-10 → 2005-01-21
    Riggs Investment Advisors Inc.
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1996-09-04
  • S66 Uniform Combined State Law Examination
    1996-09-04
Designations

View on SEC IAPD

More in Upper St. Clair, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor