Jason
Roeske
Speece Thorson Capital Group Inc
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About this Advisor
Jason Roeske is a financial advisor based in Hopkins, Minnesota, working with Speece Thorson Capital Group Inc. Jason has previously held positions at Predictive Maintenance Ndt, Welsh Securities LLC, Oakwood Capital, Inc, Locorr Distributors, LLC, Lake Street Capital Markets, Ehlers, Encore Group, and Oakwood Capital Securities, Inc. Jason has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Minnesota. Currently, Jason is part of Speece Thorson Capital Group Inc, which operates out of Hopkins, Minnesota. The firm has 4 employees and manages assets totaling $504.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Speece Thorson Capital Group Inc includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Speece Thorson Capital Group Inc Brokerage Details
$504,000,000
4
40
$12,600,000
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jason Roeske Work History
Encore Group
Oakwood Capital, Inc
Oakwood Capital Securities, Inc
Lake Street Capital Markets
Ehlers
Locorr Distributors, LLC
Welsh Securities LLC
Predictive Maintenance Ndt
Disclosures
Please visit the SEC profile of Jason Roeske to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Speece Thorson Capital Group Inc
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
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