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Jeffrey R
Series 66
Avon Park, FL
Edward Jones
Jeffrey Roth is a Series 66–registered financial advisor with Edward Jones in Avon Park, FL, where he has been practicing since 2015. He has 11 years of industry experience and also has worked at South Florida State College since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with an emphasis on tax-efficient services and fiduciary standards.
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