Jaco Jordaan
Investment adviser representative at Riverchase Wealth Management, LLC
19 yearsExperience
3 statesRegistered in
ChFC®, CFADesignations
$251.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Riverchase Wealth Management, LLCApr 2024 to now
- Opus Financial Solutions LLCMar 2020 to May 2024
- Sanitas Wealth Management, LLCMar 2017 to May 2020
- H.D. Vest Advisory ServicesMar 2007 to Apr 2017
- H.D. Vest Investment ServicesJan 2007 to Apr 2017
Designations
- ChFC®
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1996
State registrations
Registered as an investment adviser representative in 3 states (CO, PA, TX).
Riverchase Wealth Management, LLC
$251.5MAssets managed
170Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2788224
- Firm CRD
- 156950