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Chief Compliance Officer · PPB Advisors, LLC

Jessica J. Roeper

CRD 5900014 · Named on Form ADV at 9 SEC-registered advisers

At a glance

PPB Advisors, LLC, an SEC-registered private fund adviser based in West Conshohocken, PA with $4.8 billion in regulatory assets, lists Jessica J. Roeper on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Jessica at 8 other registered advisers.

Firms and roles

  • PPB Advisors, LLCChief Compliance OfficerPrivate fund adviser · West Conshohocken, PA · $4.8B in regulatory assets
  • AGW Capital AdvisorsChief Compliance OfficerWealth manager · Tampa, FL · $1.7B in regulatory assets
  • Greykasell Wealth Strategies, Inc.Chief Compliance OfficerWealth manager · Danville, CA · $443M in regulatory assets
  • IDX AdvisorsChief Compliance OfficerAsset manager · Scottsdale, AZ · $128M in regulatory assets
  • Capital Advisor NetworkChief Compliance OfficerWealth manager · Lafayette, IN · $124M in regulatory assets
  • OAR FinancialChief Compliance OfficerAsset manager · Bryn Mawr, PA · $115M in regulatory assets
  • Atlantic Private Wealth, LLCChief Compliance OfficerWealth manager · Chapel Hill, NC · $894M in regulatory assets
  • Tidemark, LLCChief Compliance OfficerWealth manager · San Diego, CA · $463M in regulatory assets
  • Emery Partners LLCChief Compliance OfficerAsset manager · Boston, MA · $78M in regulatory assets

AtlasMembers

Jessica’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 each firm
9 firmsLocked
Control-person status
6 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Colleagues named on the same filings (19)

14 more people named with Jessica on the same filings, with titles and firms. Free in Atlas with a free account.

See all 19 free

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