Erik RoeCRD Number: 5060306
Current Firm: Edward Jones
Erik Roe (CRD# 5060306) is an Investment Advisor Representative working at Edward Jones in Lafayette, IN and has over 15 years of experience in the finance industry.
Cuna Brokerage Services, Inc.
Royal Alliance Associates, Inc.
Clarify Wealth Management
|Edward Jones||St. Louis, MO||Nov 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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