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Jeffrey Roe, CFP®, CEPA, CPFA™
Community Director, DEIB Advocate, and Filmmaker
Jeffrey Roe is a financial professional with extensive experience in wealth management. He holds several certifications, including CFP® (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), and CPFA™ (Certified Plan Fiduciary Advisor). As the Owner and Wealth Advisor at JDR Wealth Management, LLC, he has been registered with LPL Financial since September 2009, indicating a long-standing career in the financial services industry.
Roe's educational background includes studies at Northern Illinois University, which has contributed to his expertise in financial planning and advisory services. His firm, JDR Wealth Management, focuses on providing personalized financial strategies to help clients achieve their financial goals.1
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Experience
Head of Community at Arival since June 2023
Director of Community at The Conqueror Challenges, Senior Community Manager at DecisionLink, Community Manager at Brightcove
Education
M.B.A. in Organizational Leadership, New Jersey City University, 2013 - 2014; Bachelor of Science in Marketing, Media Arts, New Jersey City University, 2008 - 2012
Location
Oxford, Michigan, United States
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Fudan IMBA (full-time)
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See who you know in common with Jeffrey