RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jamel Gordon
- Title
- Senior Wealth Advisorreportedrosecapitaladvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Rose Capital Advisors, LLC independent RIA currentsince Apr 4, 2022 · Miami Beach, Fl
- Provenance Wealth Advisors independent RIAJun 26, 2018 to Apr 12, 2022 · Fort Lauderdale, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedMar 2, 2018 to Mar 18, 2022 · Ft. Lauderdale, Fl
- Edward Jones national BDAug 7, 2012 to Mar 7, 2018 · Aventura, Fl
- Morgan Stanley wirehouseSep 26, 2011 to Jun 21, 2012 · Aventura, Fl
- Provenance Wealth Advisors to Rose Capital Advisors, LLCleft Apr 12, 2022, registered Apr 4, 2022 (-8 days) · Other
- Raymond James Financial Services Advisors, Inc to Provenance Wealth Advisorsleft Mar 18, 2022, registered Jun 26, 2018 (-1361 days) · Other
- Edward Jones to Raymond James Financial Services Advisors, Incleft Mar 7, 2018, registered Mar 2, 2018 (-5 days) · Affiliated broker-dealer or bank to another · moved with a team
- Morgan Stanley to Edward Jonesleft Jun 21, 2012, registered Aug 7, 2012 (47 days) · Wirehouse to affiliated broker-dealer or bank
- Jamel Gordon left Provenance Wealth Advisors for Rose Capital Advisors, Llc (registered 2022-04-04)Apr 12, 2022 · Advisor changed firm · fact
- Jamel Gordon left Raymond James Financial Services Advisors, Inc for Provenance Wealth Advisors (registered 2018-06-26)Mar 18, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address