Rene Jaramillo Mariscal has been an investment adviser representative at Roehl & Yi Investment Advisors since May 2026, and is not listed among the firm’s executive officers or direct owners.
Roehl & Yi Investment Advisors, LLC is an Eugene, OR firm with $959M under management, 500 clients and 10 advisers across 4 offices, as of its March 2026 filing.
- – present · under a yearEugene, OR · Adviser representative · Firm CRD 109258
Investment adviser representative registrations
Rene Jaramillo Mariscal is registered as an investment adviser representative in Oregon, since May 2026.
- OregonSince 5 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 2026 |
| SIE | Securities Industry Essentials Examination | 27 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Rene Israel Jaramillo Mariscal
- CRD
- 8265688
- Firm
- Roehl & Yi Investment Advisors · CRD 109258
- Office
- 450 COUNTRY CLUB ROAD, SUITE 200, Eugene, OR 97401
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Rene Jaramillo Mariscal work?
Rene Jaramillo Mariscal is an investment adviser representative registered through Roehl & Yi Investment Advisors, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Rene Jaramillo Mariscal a financial advisor?
Yes. Rene Jaramillo Mariscal has a current investment-adviser registration in Oregon, through Roehl & Yi Investment Advisors since May 2026.
How many years of experience does Rene Jaramillo Mariscal have?
Rene Jaramillo Mariscal has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Rene Jaramillo Mariscal passed?
Rene Jaramillo Mariscal has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2024.
Where is Rene Jaramillo Mariscal based?
Rene Jaramillo Mariscal’s registered office is in Eugene, OR.
Is Rene Jaramillo Mariscal registered with FINRA?
No. Rene Jaramillo Mariscal has no current broker registration.
How can I verify Rene Jaramillo Mariscal’s record?
Search CRD 8265688 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rene Jaramillo Mariscal’s full registration record.
