Capitol Securities Management
47yrs
Top advisor by experience in Tampa
7yrs
Based in Tampa, Florida, Ian Roach is a fiduciary financial advisor with 7 years of industry experience. Ian has been with Edward Jones since 2021; before that, Ian spent a year at Morgan Stanley. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office3100 S Dale Mabry Hwy, Tampa, FL 33629
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowEdward JonesCurrent firm
- Nov 2020 – Jun 2021Morgan StanleyPreviously
- Dec 2019 – Jun 2020Edward JonesPreviously
Contact Ian
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Ian. 3100 S Dale Mabry HwyTampa, FL 33629Office · Get directions
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Questions to ask Ian
Tailored to Ian’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 Ian
How do I contact Ian?
Call Edward Jones at (314) 515-2000 and ask for Ian Roach. Ian works from the Tampa, FL office.
How long has Ian been a financial advisor?
Ian has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Ian hold?
Series 66. Tap any license on this page to see what it allows.
Is Ian a fiduciary?
Ian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ian paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ian 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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