LPL Financial
40yrs
Top advisor by experience in Broomfield
1yr
Based in Broomfield, Colorado, Devon Roig is a fiduciary financial advisor with 1 year of industry experience. Devon has been with Edward Jones since 2025. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 133 advisors with offices in Broomfield, and one of 126 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office8300 Arista Place Suite 100, Broomfield, CO 80021
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
- Aug 2025 – nowEdward JonesCurrent firm
Contact Devon
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Devon. 8300 Arista Place Suite 100Broomfield, CO 80021Office · Get directions
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Questions to ask Devon
Tailored to Devon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Devon
How do I contact Devon?
Call Edward Jones at (314) 515-2000 and ask for Devon Roig. Devon works from the Broomfield, CO office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Devon 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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