John Roeder Jr
Professional Summary
John Roeder Jr, who also goes by John Roeder, is a registered financial advisor currently at GLOBAL EXECUTION BROKERS, LP located in Bala Cynwyd, Pennsylvania and SUSQUEHANNA FINANCIAL GROUP, LLLP located in Bala Cynwyd, Pennsylvania. John is registered as a RR (Registered Representative) and started their career in finance in 2026. John has worked at 3 firms and has passed the Series 57TO, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Roeder
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Contact Information
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
FOREST LANE SECURITIES, INC. | SUSQUEHANNA FINANCIAL GROUP, LLLP | SUSQUEHANNA FINANCIAL GROUP, L.P. | SUSQUEHANNA FINANCIAL GROUP, INC.
Contact Information
Main Address
401 City Ave Suite 220, Bala Cynwyd, PA 19004-1122Mailing Address
401 City Ave Suite 220, Bala Cynwyd, PA 19004-1122Phone Number
(800) 825-9550Established
Delaware since 07/25/2002Firm Type
Other Types of Legal FormationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - BD
Click below to view John Roeder Jr's CRS (Customer Relationship Summary).
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