AdvisorOS Directory
Claim Profile
JR

Jason Michael Roach

PGIM PORTFOLIO ADVISORY LLC·NEWARK, New Jersey
Unclaimed Profile
655 BROAD ST., NEWARK, NJ 07102CRD# 4958418Firm CRD# 136274
01

About

Jason Michael Roach is a registered financial advisor based in NEWARK, New Jersey, affiliated with PGIM PORTFOLIO ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
PGIM MULTI-ASSET SOLUTIONS LLC
PGIM MULTI-ASSET SOLUTIONS LLC
AUM
$13.4B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at PGIM MULTI-ASSET SOLUTIONS LLC →
Services
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4958418
Firm CRD# 136274
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWARK?

Browse all registered financial advisors in NEWARK, New Jersey or claim this profile if it's yours.

Browse NEWARK 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 Jason Michael Roach offer?
Jason Michael Roach specializes in Wealth Management. Contact their office in NEWARK, New Jersey for a consultation.
What are Jason Michael Roach's credentials?
Jason Michael Roach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Michael Roach located?
Jason Michael Roach is based in NEWARK, New Jersey, working with PGIM PORTFOLIO ADVISORY LLC. Their office serves clients in the NEWARK metropolitan area and surrounding communities.
How does Jason Michael Roach charge for services?
Jason Michael Roach's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PGIM PORTFOLIO ADVISORY LLC?
PGIM PORTFOLIO ADVISORY LLC has approximately 31 employees and manages $13.4B 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 NEWARK
Robert Coomber Holderith — PGIM CUSTOM HARVEST LLCHasan Ibrahim — PRUCO SECURITIES, LLCAnthony Michael Fontano — PRUCO SECURITIES, LLCDaniel Borok — NEWARK VENTURE ACCELERATOR, L.L.C.Kent Douglas Sluyter — PRUCO SECURITIES, LLC
Nearby cities in New Jersey
PRINCETON (218)SUMMIT (178)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)
City Guides
PRINCETON GuideSUMMIT GuideJERSEY CITY GuideRED BANK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile