PPrivate Fund Data Log in Join · $37/mo

Jessica J Roeper

Chief Compliance OfficerPalladiem LLCCRD 5900014

About Jessica J Roeper

Jessica J Roeper is listed as Chief Compliance Officer at Palladiem LLC in Bryn Mawr, PA. Form ADV reports a beneficial ownership band of Under 5%. Jessica J Roeper is associated with 8 registered advisers.

Reported ownership

Owns Under 5% of Palladiem LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jessica J Roeper work?

Jessica J Roeper is listed as Chief Compliance Officer at Palladiem LLC on SEC Form ADV.

How much of Palladiem LLC does Jessica J Roeper own?

Form ADV reports a beneficial ownership band of Under 5%.

Palladiem LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023

Idx Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023

Tidemark, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023

Atlantic Private Wealth, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023

Ppb Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023

Greykasell Wealth Strategies, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024

Captial Advisor Network

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025

Emery Partners, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025