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Jordan Nicholas Mcconnell

Root Financial Partners

Austin, TX

Castle Rock, CO

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Current Employers
Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-05
CO RA APPROVED 2024-04-23
  • TX RA
    APPROVED
    Since 2026-01-05
  • CO RA
    APPROVED
    Since 2024-04-23

Branch Locations

801 Barton Springs Rd, Austin, TX 78704 • United States

Castle Rock, CO • 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
Charles Schwab & Co., Inc. Lone Tree CO 03/2016 02/2018
Schwab Private Client Investment Advisory Lone Tree CO 02/2018 03/2020
Schwab Private Client Investment Advisory Castle Rock CO 03/2020 12/2021
The Vanguard Group, Inc. Charlotte NC 12/2021 04/2024
Root Financial Partners Solana Beach CA 04/2024 Present
  • 03/2016 → 02/2018
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 02/2018 → 03/2020
    Schwab Private Client Investment Advisory
    Lone Tree, CO
  • 03/2020 → 12/2021
    Schwab Private Client Investment Advisory
    Castle Rock, CO
  • 12/2021 → 04/2024
    The Vanguard Group, Inc.
    Charlotte, NC
  • 04/2024 → Present
    Root Financial Partners
    Solana Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-19
S63 Uniform Securities Agent State Law Examination 2016-08-23
  • S66 Uniform Combined State Law Examination
    2017-10-19
  • S63 Uniform Securities Agent State Law Examination
    2016-08-23
Designations
Other Names
  • Jordan Nicholas Mcconnell
  • Jordan Mcconnell

View on SEC IAPD

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David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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