Unclaimed Profile

Jason William Roeske

SPEECE THORSON CAPITAL GROUP INC·MINNETONKA, Minnesota

SIE, Series 4, Series 7, Series 14, Series 24, Series 31, Series 50, Series 52TO, Series 53, Series 54, Series 55, Series 63, Series 65, Series 66, Series 79TOClean record14 years registeredSPEECE THORSON CAPITAL GROUP INC

601 CARLSON PARKWAY, MINNETONKA, MN 55305-5231CRD# 2216669Firm CRD# 106052

Profile Verification

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

Identity

Jason William Roeske · MINNETONKA, MN

Registration

CRD #2216669 · SPEECE THORSON CAPITAL GROUP INC · 14 years registered

Brand Profile

Not yet started

Career History

SPEECE THORSON CAPITAL GROUP INC

Nov 2023 – present

OAKWOOD CAPITAL, INC.

Apr 2022 – present

EHLERS

Feb 2022 – May 2022

ROSEVILLE, MN

AMERIPRISE FINANCIAL SERVICES, INC.

Jun 2012 – Feb 2013

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 31

Series 50

Series 52TO

Series 53

Series 54

Series 55

Series 63

Series 65

Series 66

Series 79TO

Registration record

First registered · June 19, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPEECE THORSON CAPITAL GROUP INC

CRD 106052 · SEC 801-39816

AUM

$504M

Regulatory assets under management

Employees

40 client accounts

Services offered by SPEECE THORSON CAPITAL GROUP INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SPEECE THORSON CAPITAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Jason William Roeske offer?

Jason William Roeske specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MINNETONKA, Minnesota for a consultation.

What are Jason William Roeske's credentials?

Jason William Roeske is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason William Roeske located?

Jason William Roeske is based in MINNETONKA, Minnesota, working with SPEECE THORSON CAPITAL GROUP INC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does Jason William Roeske charge for services?

Jason William Roeske'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 SPEECE THORSON CAPITAL GROUP INC?

SPEECE THORSON CAPITAL GROUP INC has approximately 4 employees and manages $504M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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