B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
16yrs
Roman Eppel
Financial advisor at Edward Jones
Roman Eppel is a fiduciary financial advisor in Brooklyn, New York, with 16 years in the industry. Roman joined Edward Jones in 2026, after a year at TD Private Client Wealth and less than a year at Eagle Strategies. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 69% of advisors at Edward Jones
Office456 5th Ave Suite 202, Brooklyn, NY 11215
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowEdward JonesCurrent firm
- Feb 2025 – Feb 2026TD Private Client Wealth LLCPreviously
- Oct 2024 – Feb 2025Eagle Strategies LLCPreviously
- 2016 – 2024Citigroup Global Markets Inc.Previously
- 2012 – 2016J.P. Morgan Securities LLCPreviously
- Nov 2011 – Oct 2012Chase Investment Services Corp.Previously
Questions to ask Roman
Tailored to Roman’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Roman
How do I contact Roman?
Call Roman’s local office at (718) 499-9734 or the Edward Jones main office at (314) 515-2000, and ask for Roman Eppel.
How long has Roman been a financial advisor?
Roman has been in the industry since 2010, about 16 years. More experience than 69% of advisors at Edward Jones.
What licenses does Roman hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Roman a fiduciary?
Roman is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roman paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Roman for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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