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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst30 years in industry

JACO JORDAAN

Advisor at RIVERCHASE WEALTH MANAGEMENT, LLC

FLOWER MOUND, TX | UPPER ST. CLAIR, PA

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Search this name across graphsid dfx:ria:9e2f4325-e7ac-2e0d-2822-49aa668dcacd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 10, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RIVERCHASE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 4, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst
Exams: S66
First exam: Sep 4, 1996
First registration: Sep 10, 2004
Dual registered: no
IAPD individual key: 2788224

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RIVERCHASE WEALTH MANAGEMENT, LLC	Independent wealth	Apr 5, 2024	n/a	yes	UPPER ST. CLAIR, PA\|FLOWER MOUND, TX	Current employment
OPUS FINANCIAL SOLUTIONS LLC	Independent wealth	Mar 16, 2020	May 8, 2024	no	Superior, CO\|UPPER ST. CLAIR, PA\|DOWNERS GROVE, IL\|Upper St. Clair, PA	Previous registration
SANITAS WEALTH MANAGEMENT, LLC	n/a	May 22, 2017	May 15, 2020	no	SUPRIOR, CO	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	May 18, 2007	May 1, 2017	no	DALLAS, TX\|Irving, TX\|Boulder, CO	Previous registration
RIGGS INVESTMENT ADVISORS INC.	n/a	Sep 10, 2004	Jan 21, 2005	no	WASHINGTON, DC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OPUS FINANCIAL SOLUTIONS LLC	RIVERCHASE WEALTH MANAGEMENT, LLC	May 8, 2024	Apr 5, 2024	-33	Firm change after gap	RIA to RIA
SANITAS WEALTH MANAGEMENT, LLC	OPUS FINANCIAL SOLUTIONS LLC	May 15, 2020	Mar 16, 2020	-60	Firm change after gap	Other
AVANTAX ADVISORY SERVICES	SANITAS WEALTH MANAGEMENT, LLC	May 1, 2017	May 22, 2017	21	Firm change	Other
RIGGS INVESTMENT ADVISORS INC.	AVANTAX ADVISORY SERVICES	Jan 21, 2005	May 18, 2007	847	Firm change after gap	Other

Relationships

Registered with (5)

→ RIVERCHASE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 5, 2024 to presentfactForm ADV
→ OPUS FINANCIAL SOLUTIONS LLCRegistered adviserregistration: previous registration
Mar 16, 2020 to May 8, 2024factForm ADV
→ SANITAS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 22, 2017 to May 15, 2020factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
May 18, 2007 to May 1, 2017factForm ADV
→ RIGGS INVESTMENT ADVISORS INC.Registered adviserregistration: previous registration
Sep 10, 2004 to Jan 21, 2005factForm ADV

Dated events

Occurred
May 8, 2024
Advisor changed firm
Jaco Jordaan left Opus Financial Solutions Llc for Riverchase Wealth Management, Llc (registered 2024-04-05)
Form ADVobserved 4 days ago