JC
JC

Jacob Christopher Chadick

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,479 clients
Average Client Portfolio
$391K average
Assets Under Management
$578.7M

Fee Structure

Minimum Investment:$25K
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Location

Lighton Tower, 7500 College Blvd, Suite 150, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jacob is a wealth management advisor and director of operations for The Roth Companies, Inc. He is also an insurance agent selling non-variable insurance products.

Employment History
Current Registrations
Rda Financial Network
February 2025 - Present · 1 yr
United Planners' Financial Services of America a Limited PartnerBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
August 2016 - March 2018 · 1 yr 7 mos
Rda Financial Network
July 2015 - March 2018 · 2 yrs 8 mos
Cambridge Investment Research, INC.Broker
March 2015 - August 2016 · 1 yr 5 mos
State Registrations3 states
ILKSMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jacob Christopher Chadick - Financial Advisor | TrueAdvisor