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Jordan Michael Rozeboom

Investment adviser representative at Advisory Services Network
10 yearsExperience
1 stateRegistered in
$10.6BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Advisory Services Network, LLCApr 2026 to now
  2. Liberty National BankJan 2024 to Apr 2026
  3. Lieber Construction IncorporatedOct 2019 to Dec 2023
  4. PwcAug 2016 to Oct 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (SD).

Advisory Services Network

Legal name: Advisory Services Network, LLC

$10.6BAssets managed
12,919Clients
251Advisers
16 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
8212311
Firm CRD
146051
Advisor's SEC record (opens in a new tab)
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