Jeffrey D. Roe,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey D. Roe, CFP®

, CEPA, CPFA™

Wealth Advisor

JDR Wealth Management, LLC

925 N. Lapeer Rd Ste 197A
Oxford, MI 48371
FINANCIAL ADVISOR'S WEBSITE
(248) 218-2624 CONNECT WITH Jeffrey
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General

Jeffrey Roe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at JDR Wealth Management, LLC in Oxford, MI and the surrounding communities.

Financial Advisor Overview

We proactively serve families who understand the importance of objective financial planning through various life events. We want to be an advocate for our busy clients, who don’t have the time to sift through all the noise in today’s hectic world. We do this by offering a rigorous, relentless discipline in seeking to deliver a higher level of predictability

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Financial Advisor Experience

Been an advisor since 2006.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CEPA, CPFA™

Insurance Licenses

  • Life insurance: MI
  • Health/disability insurance: MI
  • Fixed annuities: MI
  • Variable annuities: MI, MN, NC, NH, WI

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources