The Avon Park Edward Jones practice of Financial Advisor Jeffrey L. ('Jeff') Roth provides fiduciary retirement income planning, portfolio management, and estate coordination from its landmark office at the historic Hotel Jacaranda on East Main Street in Downtown Avon Park, Florida. Dedicated to serving older adults and families across Avon Park, Crystal Lake, Sebring, and northern Highlands County, the branch helps retirees generate reliable retirement income, manage Required Minimum Distributions (RMDs), and protect assets against long-term healthcare costs.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Edward Jones — CRD# 250); FINRA BrokerCheck Profile (Jeffrey Lee Roth — CRD# 6533400); Edward Jones Avon Park Branch Website (Jeff Roth)
Issuer: SEC / FINRA (Edward D. Jones & Co., L.P.)
Notes: SEC File #801-56213; fiduciary investment advisory and brokerage services offered through Edward Jones (CRD #250) in Downtown Avon Park, FL.
Issuer: FINRA / SEC
Notes: Jeffrey Lee ('Jeff') Roth (CRD #6533400) is an active Investment Adviser Representative and General Securities Representative with Edward Jones in Avon Park, FL, holding Series 7 and Series 66 registrations.
Factual details and direct answers about Edward Jones — Jeffrey L. Roth's services, licensing, and credentials.
How is Avon Park financial advisor Jeff Roth registered with FINRA and the SEC?
Jeffrey Lee ('Jeff') Roth (CRD #6533400) is registered as both an Investment Adviser Representative and General Securities Representative with Edward Jones (CRD #250, SEC File #801-56213), holding Series 7 and Series 66 licenses.
What retirement services does Jeff Roth's Edward Jones office provide in Avon Park?
The practice provides personalized retirement income planning, tax-conscious IRA and 401(k) rollovers, Required Minimum Distribution (RMD) calculations, fixed-income laddering, and estate and beneficiary coordination for northern Highlands County seniors.
Where is Jeff Roth's Edward Jones office located in Avon Park?
The branch is located on the ground floor of the historic Hotel Jacaranda on the Mall in Downtown Avon Park at 1 East Main Street, Avon Park, Florida 33825.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.