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Jeffry Bryan Hamilton

Roscoe Financial

Coshocton, OH

Coshocton, OH

CRD 4543916

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Employer firm

Roscoe Financial CRD 120248

$11.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Roscoe Financial

Coshocton, OH • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-06-01
OH RA APPROVED 2003-01-15
  • TX RA
    APPROVED
    Since 2018-06-01
  • OH RA
    APPROVED
    Since 2003-01-15

Branch Locations

Coshocton, OH • United States

Coshocton, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Roscoe Financial Coshocton OH 01/1997 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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