Jordan Rosenberg has been Managing Partner of Rofi since March 2026, is a control person of the firm and directly owns under 5% of it.
Rofi LLC is a Birmingham, MI firm with $231M under management, 161 clients and 2 advisers across 3 offices, as of its July 2026 filing.
Jordan Rosenberg’s longest registration was 14 years at Robert W. Baird & Co. Incorporated (2011–2026). Before joining Rofi in 2026, Jordan Rosenberg was registered through Robert W. Baird & Co. Incorporated.
- Rosenberg Wealth AdvisorsCurrent– present · under a yearWest Bloomfield, MI · Adviser representative · Firm CRD 340471
- Robert W. Baird & Co. Incorporated– · 14 yearsBirmingham, MI · Adviser representative · Firm CRD 8158
Investment adviser representative registrations
Jordan Rosenberg is registered as an investment adviser representative in Michigan, since March 2026.
- MichiganSince 20 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 October 2011 |
| Series 7 | General Securities Representative Examination | 6 September 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jordan Scott Rosenberg
- CRD
- 5538189
- Firm
- Rofi · CRD 340471
- Role
- Managing Partner
- Office
- West Bloomfield, MI
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Jordan Rosenberg work?
Jordan Rosenberg has been Managing Partner of Rofi LLC since March 2026, and is a control person of the firm.
Is Jordan Rosenberg a financial advisor?
Yes. Jordan Rosenberg has a current investment-adviser registration in Michigan, through Rofi since March 2026.
How many years of experience does Jordan Rosenberg have?
Jordan Rosenberg has 15 years in the financial industry, since September 2011, across 2 adviser firms.
What exams has Jordan Rosenberg passed?
Jordan Rosenberg has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2011. FINRA credited Jordan Rosenberg with the SIE, which began in October 2018.
Where is Jordan Rosenberg based?
Jordan Rosenberg’s registered office is in West Bloomfield, MI.
Is Jordan Rosenberg registered with FINRA?
No. Jordan Rosenberg has no current broker registration.
How can I verify Jordan Rosenberg’s record?
Search CRD 5538189 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Rosenberg’s full registration record.