Jordan Rodriguez
Jordan Rodriguez is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Beachwood, OH, with 8 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Enterprise Place, 3401 Enterprise Pkwy, Ste 220, Beachwood, OH, 44122
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Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Jordan is an advisory representative of a RIA, a board member/treasurer of Recovery Resources, and an independent insurance agent. Jordan also works as a partner at Chagrin Valley Business Strategies, hosts a podcast, and is a board member at Creative Millwork of Ohio, dedicating minimal time to the latter two activities.
Employment History
Current Registrations
Chagrin Valley Legacy Advisors, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations4 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.