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Jordan Paul Neumann

Vertrix Wealth Management, LLC

Troy, MI

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Current Employers
Vertrix Wealth Management, Llc

1909 East Big Beaver, Troy, MI 48083 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-20
TX RA APPROVED 2026-01-20
  • MI RA
    APPROVED
    Since 2026-01-20
  • TX RA
    APPROVED
    Since 2026-01-20

Branch Locations

1909 East Big Beaver, Troy, MI 48083 • 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
Greystone Financial Group, Llc Bloomfield Hills MI 11/2018 01/2026
Financial Focus, Lpl Farmington Hills MI 09/2017 11/2018
Kroger Pinckney MI 05/2017 09/2017
Quicken Loans Detroit MI 09/2016 05/2017
Western Michigan University Kalamazoo MI 10/2015 09/2016
Vertrix Wealth Management, Llc Troy MI 01/2026 Present
  • 11/2018 → 01/2026
    Greystone Financial Group, Llc
    Bloomfield Hills, MI
  • 09/2017 → 11/2018
    Financial Focus, Lpl
    Farmington Hills, MI
  • 05/2017 → 09/2017
    Kroger
    Pinckney, MI
  • 09/2016 → 05/2017
    Quicken Loans
    Detroit, MI
  • 10/2015 → 09/2016
    Western Michigan University
    Kalamazoo, MI
  • 01/2026 → Present
    Vertrix Wealth Management, Llc
    Troy, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-14
  • S65 Uniform Investment Adviser Law Examination
    2020-12-14
Other Names
  • Jordan Neumann

View on SEC IAPD

Other Firms

COOK & ASSOCIATES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

More in Troy, MI

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