Unclaimed Profile

Jeffrey Allen Roush

5TQ CAPITAL, LLC·NAPA, California

Clean record5TQ CAPITAL, LLC

595 COOMBS STREET, NAPA, CA 94559CRD# 1036931Firm CRD# 112552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Allen Roush · NAPA, CA

Registration

CRD #1036931 · 5TQ CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Allen Roush is a registered financial advisor based in NAPA, California, affiliated with 5TQ CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

5T WEALTH, LLC

AUM

$216M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 5T WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SOLICITOR FEES FROM OTHER INVESTMENT ADVISORY FIRMS

Regulatory

SEC/IARD CRD# 1036931

Firm CRD# 112552

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Allen Roush offer?

Jeffrey Allen Roush specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NAPA, California for a consultation.

What are Jeffrey Allen Roush's credentials?

Jeffrey Allen Roush is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Allen Roush located?

Jeffrey Allen Roush is based in NAPA, California, working with 5TQ CAPITAL, LLC. Their office serves clients in the NAPA metropolitan area and surrounding communities.

How does Jeffrey Allen Roush charge for services?

Jeffrey Allen Roush's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees from other investment advisory firms. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 5TQ CAPITAL, LLC?

5TQ CAPITAL, LLC has approximately 3 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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