UBS Financial Services
47yrs
Top advisor by experience in Plano
14yrs
Jordan Roach
Full name on record: Jordan Michael Roach
Financial advisor at Retirement Planners of America
Based in Plano, Texas, Jordan Roach is a fiduciary financial advisor with 14 years of industry experience. Jordan joined Retirement Planners of America in 2022, after two years at Black Knight Wealth Management and four years at Eagle Strategies. Retirement Planners of America offers financial planning and investment management and is paid through a percentage of assets.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 72% of advisors in Plano
Office2820 Dallas Parkway, Plano, TX 75093
How the firm is paid ?Percent of assets
Typical client at the firm ?$631,228
Advisors at the firm33
States licensed ?1 state
Services through Retirement Planners of America
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowRetirement Planners of AmericaCurrent firm
- Feb 2021 – Nov 2022Black Knight Wealth Management, LLCPreviously
- 2018 – 2021Retirement Planners of AmericaPreviously
- 2014 – 2018Eagle Strategies LLCPreviously
Questions to ask Jordan
Tailored to Jordan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jordan
How do I contact Jordan?
Call Retirement Planners of America at (469) 246-3600 and ask for Jordan Roach. Jordan works from the Plano, TX office.
How long has Jordan been a financial advisor?
Jordan has been in the industry since 2013, about 14 years. More experience than 72% of advisors in Plano.
What licenses does Jordan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jordan a fiduciary?
Jordan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jordan paid?
Retirement Planners of America reports being paid by a percentage of the assets they manage. Ask Jordan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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