Jamie Roth has been an investment adviser representative at Solyco Wealth since February 2026, and is not listed among the firm’s executive officers or direct owners.
Solyco Wealth LLC is a Birmingham, MI firm with $116M under management, 158 clients and 4 advisers across 4 offices, as of its September 2026 filing.
Jamie Roth’s longest registration was 1 year at Encompass More Asset Management LLC (2024–2025). Before joining Solyco Wealth in 2026, Jamie Roth was registered through Ae Wealth Management, LLC and Encompass More Asset Management LLC.
- Solyco Wealth LLCCurrent– present · under a yearHanover, PA · Adviser representative · Firm CRD 314981
- Ae Wealth Management, LLC– · under a yearHanover, PA · Adviser representative · Firm CRD 282580
- Encompass More Asset Management LLC– · 1 yearHanover, PA · Adviser representative · Firm CRD 322382
Investment adviser representative registrations
Jamie Roth is registered as an investment adviser representative in 5 states. The first approvals date from February 2026; the most recent are Illinois and North Carolina, in May 2026.
- IllinoisSince 11 May 2026
- MichiganSince 16 February 2026
- North CarolinaSince 11 May 2026
- OhioSince 5 March 2026
- PennsylvaniaSince 27 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 May 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 April 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jamie Lee Roth
- CRD
- 6764660
- Firm
- Solyco Wealth · CRD 314981
- Office
- Hanover, PA
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Jamie Roth work?
Jamie Roth is an investment adviser representative registered through Solyco Wealth LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jamie Roth a financial advisor?
Yes. Jamie Roth has a current investment-adviser registration in Illinois, Michigan, North Carolina, Ohio and Pennsylvania, through Solyco Wealth since February 2026.
How many years of experience does Jamie Roth have?
Jamie Roth has 4 years in the financial industry, since September 2022, across 3 adviser firms.
What exams has Jamie Roth passed?
Jamie Roth has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in April 2017. FINRA credited Jamie Roth with the SIE, which began in October 2018.
Where did Jamie Roth work before Solyco Wealth?
Before Solyco Wealth, Jamie Roth was registered through Ae Wealth Management, LLC, May 2025 to January 2026; Encompass More Asset Management LLC, May 2024 to May 2025.
Where is Jamie Roth based?
Jamie Roth’s registered office is in Hanover, PA.
Is Jamie Roth registered with FINRA?
No. Jamie Roth has no current broker registration.
How can I verify Jamie Roth’s record?
Search CRD 6764660 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jamie Roth’s full registration record.
