Jordan Roman

Current Employers

Flexible Plan Investments Ltd

3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-03-03

MI RA
APPROVED

Since 2026-03-03

Branch Locations

3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432 • 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

Organization	City	State	From	To
Flexible Plan Investments	Bloomfield Hills	MI	03/2017	Present
Mcdonalds	Novi	MI	02/2016	02/2017
Ceros Financial Services	Rockville	MD	04/2024	Present

03/2017 → Present

Flexible Plan Investments

Bloomfield Hills, MI
02/2016 → 02/2017

Mcdonalds

Novi, MI
04/2024 → Present

Ceros Financial Services

Rockville, MD

Other Businesses

Ceros Financial Services - 1445 Research Blvd., Suite 530, Rockville, MD 20850 Mutual fund wholesaler - investment related 16 hours per month 1-2 hours per trading day

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-06
S63	Uniform Securities Agent State Law Examination	2024-06-22

S65 Uniform Investment Adviser Law Examination

2025-11-06
S63 Uniform Securities Agent State Law Examination

2024-06-22