Skip to Main Content
portrait of Bryan Roth
FINANCIAL ADVISOR

Bryan Roth

CFP®, AAMS™
19 Church Hill Rd Suite 2, Newtown, CT 06470opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Bryan

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I'm happy to spend some time discussing your current investment/retirement strategy and give you my input with no commitment.

After graduating from the University of Maryland in 1994 with a degree in finance, I spent more than 15 years as both a government bond broker and an equities trader before joining...

Focus Areas

  • Retirement Savings Strategies
  • Divorce Finances
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies

Work History

  • Edward JonesAugust 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Maryland-College ParkBachelor of Science

Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Golfing
  • Fine Dining
  • Traveling

Team Members

  • Kimberly Lydon
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Phone

(203) 426-7826

Fax

(877) 683-0178

Office Address

19 Church Hill Rd Suite 2
Newtown, CT 06470opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More