# Jamel Gordon

> Jamel Gordon is a fee-only financial advisor at Rose Capital Advisors in Miami Beach, Florida, who holds the CFP credential. Jamel focuses on retirement planning, estate & legacy planning and tax planning. Rose Capital Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jamel-gordon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Rose Capital Advisors
- **Based in:** Miami Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $608.3M across 917 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 5410346 (https://adviserinfo.sec.gov/individual/summary/5410346)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (2009), Series 66 (2011)
- **Firm size:** 14 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.rosecapitaladvisors.com

## Frequently asked questions

### Is Jamel Gordon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jamel holds no broker registration, and Rose Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jamel charge for financial advice?

Jamel's firm, Rose Capital Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Jamel Gordon based?

Jamel Gordon is based in Miami Beach, Florida.

### What does Jamel specialize in?

Jamel's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.

### What credentials does Jamel Gordon hold?

Jamel Gordon holds the CFP credential.

### Is Jamel Gordon registered with the SEC?

Yes. Jamel Gordon is registered as an investment adviser representative in FL and TX (CRD 5410346), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Rose Capital Advisors manage?

Rose Capital Advisors reports $608.3M across 917 accounts in assets under management.

### How do I contact Jamel Gordon?

Through Jamel's website, www.rosecapitaladvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5410346): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://rosecapitaladvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.