Unclaimed Profile

Brian James Roehl

LJPR, LLC·TROY, Michigan

Series 6, Series 22, Series 63Clean record16 years registeredLJPR, LLC

5480 CORPORATE DRIVE, TROY, MI 48098CRD# 1078681Firm CRD# 105895

Profile Verification

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

Identity

Brian James Roehl · TROY, MI

Registration

CRD #1078681 · LJPR, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LJPR, LLC

LJPR FINANCIAL ADVISORS

Mar 2010 – Dec 2018

TROY, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Registration record

First registered · March 9, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LJPR, LLC

CRD 105895 · SEC 801-35836

AUM

$776M

Regulatory assets under management

Employees

3,108 client accounts

Services offered by LJPR, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LJPR, LLC →

Introduction

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Frequently Asked Questions

What services does Brian James Roehl offer?

Brian James Roehl specializes in Financial Planning, Investment Management, Wealth Management.

What are Brian James Roehl's credentials?

Brian James Roehl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian James Roehl located?

Brian James Roehl is based in TROY, Michigan, last registered with LJPR, LLC.

How does Brian James Roehl charge for services?

Brian James Roehl's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LJPR, LLC?

LJPR, LLC has approximately 25 employees and manages $776M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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