Jamel Gordon
Jamel Gordon is a CFP-designated registered investment advisor at Rose Capital Advisors, LLC, based in Miami Beach, FL, with 17 years of industry experience. Jamel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 375 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rose Capital Advisors offers investment management through a wrap fee program and private funds, with specific fee schedules detailed in separate program brochures. For private pooled investment vehicles managed by the firm, investors pay an annual management fee of 0.50% on committed capital and subsequently on invested capital for five years, along with potential performance-based incentive fees if returns exceed an established benchmark or hurdle rate.
Location
119 Washington Avenue, Suite 400, Miami Beach, FL, 33139
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Regulatory History (1)
Employment Separation After Allegations
March 2022Other Business ActivitiesSells Insurance
Jamel is an investment advisor for Rose Capital Advisors, LLC, and also receives paychecks through 44108 LLC. He also sells non-variable insurance and owns rental property, dedicating minimal time to the latter.
Employment History
Current Registrations
Rose Capital Advisors, LLC
Previous Registrations
Saxony Securities, INC.Broker
Provenance Wealth Advisors
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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