Jamie Lee Roth

Employer firm

Solyco Wealth LLC CRD 314981

$116M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 12/2018
  Pfs Investments Inc.
  Allentown, PA
• 07/2013 → 12/2018
  Primerica Financial Services
  Allentown, PA
• 05/2024 → 05/2025
  Encompass More Asset Management Llc
  Danville, CA
• 11/2015 → 10/2021
  Ring Container Technologies
  Hanover, PA
• 05/2025 → 01/2026
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2021 → 01/2026
  Self-Employed/Alto Financial Group
  Hanover, PA
• 01/2026 → Present
  Self Employed/ Freedom Financial Solutions
  Hanover, PA
• 02/2026 → Present
  Solyco Wealth Llc
  Hanover, PA

Previous Registrations

• 2025-05-14 → 2026-01-28
  Ae Wealth Management, Llc
  Hanover, PA
• 2024-05-09 → 2025-05-15
  Encompass More Asset Management Llc
  Danville, CA
  Hanover, PA

Other Businesses

INDEPENDANT AGENT WITH FREEDOM FINANCIAL SOLUTIONS; Is the business investment related: No; Location of the business: 4720 Hanover Rd Hanover Pennsylvania 17331 United States; Description of the business: LIFE AND ANNUITY SALES AGENT; Position Title: LIFE AND ANNUITY AGENT; Start date with business: 2013-08-14; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 60; Percentage of total yearly compensation expected to be derived from the business: 85;

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-07
• S63 Uniform Securities Agent State Law Examination
  2017-05-06