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Detailed Report
Jason L Roach
Jason Lee Roach, Jason Roach
CRD#: 6747654
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 3711 W GREEN OAKS BLVD
SUITE B1
ARLINGTON, TX 76016
Registration History
20202021202220232024202520262 FIRMS2022 - 2024 (2 years)2 FIRMS2024 - Present (<1 year)BCAMBRIDGE INVESTMENT RESEARCH,... (CRD# 39543)2020 - 2021 (1 year)
License(s)

State Registrations

B
Arizona 10/11/2024
B
Nevada 10/22/2024
B
Colorado 6/18/2024
B
New Mexico 10/16/2024
B
Florida 10/14/2024
B
Oklahoma 6/18/2024
B
Louisiana 6/18/2024
B
Texas 5/10/2024
B
Missouri 10/14/2024
IA
Texas 5/10/2024

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
3711 W GREEN OAKS BLVD SUITE B1, ARLINGTON, TX 76016
Registered with this firm since 5/10/2024
B
EDWARD JONES (CRD#:250)
3711 W GREEN OAKS BLVD SUITE B1, ARLINGTON, TX 76016
Registered with this firm since 5/10/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 05/03/2022 - 04/05/2024 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) ARLINGTON, TX
B
 01/14/2022 - 04/05/2024 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) ARLINGTON, TX
B
 10/30/2020 - 12/21/2021 CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543) Dallas, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.