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JR

Jamie L. Roth

SOLYCO WEALTH LLC
Hanover, PA
Some features on this profile are disabled
CRD#: 6764660
JR

Professional summary

Jamie Lee Roth is a registered financial advisor currently at SOLYCO WEALTH LLC located in Hanover, Pennsylvania.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jamie has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Lee Roth's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 16, 2026 - Present

SOLYCO WEALTH LLC

RIA
CRD#: 314981
Hanover, PA
Past

May 14, 2025 - January 28, 2026

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Hanover, PA
Past

May 9, 2024 - May 15, 2025

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA
CRD#: 322382
Hanover, PA
Past

April 17, 2017 - December 31, 2018

PFS INVESTMENTS INC.

BD
CRD#: 10111
ALLENTOWN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(2/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/7/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/6/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/15/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SW
SOLYCO WEALTH LLC
SOLYCO WEALTH LLC

CRD#: 314981 / SEC#:

California
Registered Investment Advisory firm - (9/10/2021 Approved)
Florida
Registered Investment Advisory firm - (1/26/2022 Approved)
Louisiana
Registered Investment Advisory firm - (10/26/2021 Approved)
Michigan
Registered Investment Advisory firm - (7/19/2021 Approved)
Texas
Registered Investment Advisory firm - (9/29/2021 Approved)
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Contact information

Main Address
210 South Old Woodward Avenue Suite 240, Birmingham, MI 48009
Mailing Address
Phone number
(713) 444-3560
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts238
AUM (Assets Under Management)$ 116,168,145

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SOLYCO WEALTH LLC

CRD#: 314981Hanover, PA

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