Jordan Roman
Investment Adviser Representative at FLEXIBLE PLAN INVESTMENTS LTD
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $100,000 (Single Fee Rate Structure 2003-2018) | 2.60% |
| Next $400,000 (Single Fee Rate Structure 2003-2018) | 1.80% |
| $500,001 to $1,000,000 (Single Fee Rate Structure 2003-2018) | 1.50% |
| Over $1,000,000 (Single Fee Rate Structure 2003-2018) | 1.00% |
| First $500,000 (FFS pre-Jan 18 2018) | 2.60% |
| $500,001 to $999,999 (FFS pre-Jan 18 2018) | 2.35% |
| $1,000,000 and up (FFS pre-Jan 18 2018) | 2.10% |
Firm-stated minimum; may be waived at the firm's discretion.
Flexible PLAN Investments Ltd Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan Roman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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