Rodger Jordan
Rodger Jordan is a registered investment advisor at Citizens Securities, INC., based in Pittsburgh, PA, with 7 years of industry experience. Rodger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
444 Liberty Avenue, 19th Floor, Pittsburgh, PA, 15222
Get directionsHistory
Regulatory History (3)
Financial
December 2019Financial
February 2019Financial
December 2018Other Business Activities
Rodger works as an independent preacher/minister. His compensation is between $500 and $1000 per month.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
PNC Investments
PNC InvestmentsBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Transamerica Financial Advisors, INCBroker
W&s Brokerage Services, INC.Broker
State Registrations52 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.