Jeffrey Roe is a Certified Financial Professional with a strong background in finance and wealth management. He earned a Bachelor of Science degree in Finance and Financial Management Services from Northern Michigan University and also completed studies at the Boston Institute of Finance. With over a decade of professional experience, Jeffrey has worked as the Owner and Wealth Advisor at JDR Wealth Management, LLC, as well as a Wealth Advisor at CIA Financial Group and a Retirement Planning Specialist at AXA Advisors. He also has experience in customer service and sales, having worked at Republic Bank, Inc and Menards, Inc. Jeffrey holds series 7 and 66 registrations through LPL Financial and is a member of FINRA/SIPC.