Broker Check
Jeffrey Roe, CFP®, CEPA, CPFA™

Jeffrey Roe, CFP®, CEPA, CPFA™

Wealth Advisor

Jeffrey started his interest in Finance by picking stocks out of the newspaper in a ninth-grade economics class.  This continued through Oxford High School and led him to Northern Michigan University, where he majored in Finance.  After graduating in 2005, Jeffrey got licensed and started his Financial Advising career in 2006.  He has helped clients in all walks of life and professions. Jeffrey started JDR Wealth Management in 2016 wanting to control his client’s experience.  Jeffrey earned his CERTIFIED FINANCIAL PLANNER™ designation in 2021, after years of self-study.  Jeffrey is also a member of the Financial Planning Association. 

 

When out of the office Jeffrey lives in Metamora, MI with Allison and children, Jacob & Ella.  As a family they spend a lot of time outdoors, especially at their family’s cabin in the Upper Peninsula.  He also volunteers to help with his children’s sports teams.