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Member · Novare Capital Management

Jane E. Roper

CRD 2539918 · Named on Form ADV at one SEC-registered adviser

At a glance

Novare Capital Management, an SEC-registered wealth manager based in Charlotte, NC with $1.9 billion in regulatory assets, lists Jane E. Roper on its Form ADV as Member.

Firms and roles

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Jane’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • William G. BaynardCo-Founder, Relationship Manager, and Cheif Executive Officer, Novare Capital Management
  • John W. WilksManaging Director, Chief Compliance Officer, and Relationship Manager, Novare Capital Management
  • Anne J. McPhailManaging Director and Relationship Manager, Novare Capital Management
  • Linda L. WaldenDirector and Relationship Manager, Novare Capital Management
  • Christopher T. PattonDirector and Relationship Manager, Novare Capital Management

1 more person named with Jane on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jane’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.