Kyle Roehrig, financial advisor Mesquite TX
93 score

Kyle Roehrig

CRD Number: 5485175
Current Firm: J.p. Morgan Securities LLC

Kyle Roehrig (CRD# 5485175) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mesquite, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Mesquite, TX Oct 2012 - Current 4
Chase Investment Services Corp Dallas, TX Nov 2011 - Oct 2012 < 1
Edward Jones Terrell, TX Sep 2008 - Oct 2011 3
Unemployed Dallas, TX Jun 2008 - Aug 2008 < 1
Ameriprise Financial Services Inc. Plano, TX Feb 2008 - May 2008 < 1
Unemployed Dallas, TX Nov 2007 - Jan 2008 < 1
Lending.com Dallas, TX Aug 2007 - Oct 2007 < 1
The Lending Center Irving, TX Jun 2007 - Aug 2007 < 1
Unemployment Dallas, TX Apr 2007 - Jun 2007 < 1
Evantage Inc. Dallas, TX Feb 2007 - Apr 2007 < 1
Texas Tech University Lubbock, TX Aug 2002 - Dec 2006 4
Medi Park Valet Services Dallas, TX Jun 2002 - Sep 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Kyle L. Roehrig
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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