Best Investors Account Sign in

Jack Richard Roath

Dimensional Fund Advisors LP

Austin, TX

Claim This Profile
Current Employers
Dimensional Fund Advisors Lp

6300 Bee Cave Road Building One, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

6300 Bee Cave Road Building One, Austin, TX 78746 • 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
Western Middle School Greenwich CT 09/2015 08/2017
Greenwich High School Greenwich CT 09/2017 06/2021
Northeastern University Boston MA 07/2021 06/2025
Shreve, Crump & Low Boston MA 01/2023 Present
State Street Corporation Boston MA 01/2024 06/2024
Guardian Life Insurance Company Austin TX 10/2025 11/2025
Park Avenue Securities Austin TX 10/2025 11/2025
Dimensional Fund Advisors Austin TX 12/2025 Present
  • 09/2015 → 08/2017
    Western Middle School
    Greenwich, CT
  • 09/2017 → 06/2021
    Greenwich High School
    Greenwich, CT
  • 07/2021 → 06/2025
    Northeastern University
    Boston, MA
  • 01/2023 → Present
    Shreve, Crump & Low
    Boston, MA
  • 01/2024 → 06/2024
    State Street Corporation
    Boston, MA
  • 10/2025 → 11/2025
    Guardian Life Insurance Company
    Austin, TX
  • 10/2025 → 11/2025
    Park Avenue Securities
    Austin, TX
  • 12/2025 → Present
    Dimensional Fund Advisors
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-25
S63 Uniform Securities Agent State Law Examination 2025-05-07
  • S65 Uniform Investment Adviser Law Examination
    2025-07-25
  • S63 Uniform Securities Agent State Law Examination
    2025-05-07
Other Names
  • Jack Roath

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor