Kyle Roaf, financial advisor Wilsonville OR

Kyle Roaf

CRD Number: 6571023
Current Firm: Edward Jones

Kyle Roaf (CRD# 6571023) is an Investment Advisor Representative working at Edward Jones in Wilsonville, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2015 - Current 5
Unemployed Wilsonville, OR Jul 2015 - Oct 2015 < 1
Wells Fargo Home Loans Portland, OR Nov 2014 - Jun 2015 < 1
Unemployed Tualatin, OR Jul 2014 - Oct 2014 < 1
Sears Home Improvement Products Tualatin, OR Apr 2014 - Jun 2014 < 1
Columbia Community Credit Union Vancouver, WA Jun 2013 - Jan 2014 < 1
Unemployed Tualatin, OR Oct 2012 - May 2013 < 1
Homestreet Bank Seattle, WA Sep 1989 - Sep 2012 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Kyle Roaf
Phone Number: 314-515-2000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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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