Unclaimed Profile

Jillian Maria Roehl

ROEHL & YI INVESTMENT ADVISORS, LLC·EUGENE, Oregon

Series 65Clean record9 years registeredROEHL & YI INVESTMENT ADVISORS, LLC

450 COUNTRY CLUB ROAD, EUGENE, OR 97401CRD# 6839089Firm CRD# 109258

Profile Verification

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

Identity

Jillian Maria Roehl · EUGENE, OR

Registration

CRD #6839089 · ROEHL & YI INVESTMENT ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROEHL & YI INVESTMENT ADVISORS, LLC

ROEHL & YI INVESTMENT ADVISORS, LLC

Aug 2017 – Jul 2025

EUGENE, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 7, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROEHL & YI INVESTMENT ADVISORS, LLC

CRD 109258 · SEC 801-56145

AUM

$810M

Regulatory assets under management

Employees

1,631 client accounts

Services offered by ROEHL & YI INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROEHL & YI INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jillian Maria Roehl offer?

Jillian Maria Roehl specializes in Financial Planning, Investment Management, Wealth Management.

What are Jillian Maria Roehl's credentials?

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

Where is Jillian Maria Roehl located?

Jillian Maria Roehl is based in EUGENE, Oregon, last registered with ROEHL & YI INVESTMENT ADVISORS, LLC.

How does Jillian Maria Roehl charge for services?

Jillian Maria 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 ROEHL & YI INVESTMENT ADVISORS, LLC?

ROEHL & YI INVESTMENT ADVISORS, LLC has approximately 16 employees and manages $810M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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