Jeffrey Roe, financial advisor Oxford MI

Jeffrey Roe

CRD Number: 5094163
Current Firm: Lpl Financial LLC

Jeffrey Roe (CRD# 5094163) is an Investment Advisor Representative working at Lpl Financial LLC in Oxford, MI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Jdr Wealth Managment, LLC Leonard, MI Feb 2016 - Current 8
Lpl Financial LLC Leonard, MI Sep 2009 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Jeffrey D. Roe
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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Data verified by both the advisor and the public regulatory data.

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