Roger H. Weller
Professional summary
Roger Howard Weller, who also goes by Roger H Weller, Roger Weller, is a registered financial advisor currently at JR SNELL CAPITAL MANAGEMENT, LLC located in Holley, New York.
Roger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Roger has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Roger Howard Weller's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2015 - Present
JR SNELL CAPITAL MANAGEMENT, LLC
December 13, 2011 - April 1, 2014
SCOTTRADE, INC.
September 23, 2010 - December 1, 2011
WADDELL & REED
May 30, 2008 - December 1, 2011
WADDELL & REED
November 7, 2007 - May 22, 2008
KALOS CAPITAL, INC.
March 1, 2000 - February 2, 2006
EDWARD JONES
May 11, 1993 - May 2, 1994
NATIONWIDE SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/1/2015)
(4/4/2021)
Exams
Current Firm
JR SNELL CAPITAL MANAGEMENT, LLC
CRD#: 117598 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 204 |
| AUM (Assets Under Management) | $ 31,380,098 |
Red Flags
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