AdvisorOS Directory
Claim Profile
JR

Jessica J Roeper

IDX ADVISORS, LLC·SCOTTSDALE, Arizona
Unclaimed Profile
9311 E VIA DE VENTURA, SCOTTSDALE, AZ 85258CRD# 5900014Firm CRD# 299658
01

About

Jessica J Roeper is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with IDX ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
IDX ADVISORS, LLC
IDX ADVISORS
AUM
$107M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at IDX ADVISORS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5900014
Firm CRD# 299658
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jessica J Roeper offer?
Jessica J Roeper specializes in Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Jessica J Roeper's credentials?
Jessica J Roeper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica J Roeper located?
Jessica J Roeper is based in SCOTTSDALE, Arizona, working with IDX ADVISORS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Jessica J Roeper charge for services?
Jessica J Roeper's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IDX ADVISORS, LLC?
IDX ADVISORS, LLC has approximately 7 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SCOTTSDALE
David Blane Daughtrey — COPPERWYND FINANCIAL, LLCLynda Krantz Elley — COPPERWYND FINANCIAL, LLCErick Scot Newton — COPPERWYND FINANCIAL, LLCSteven Thomas Nelson — CAPITAL INSIGHT PARTNERS, LLCRobert Duane Mitchell — GIBSON PRIVATE WEALTH, LLC
Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile