Jaclyn Steiger Roof
Investment adviser representative at Fiduciary Counselling Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Fiduciary Counselling Inc.Jun 2022 to now
- Laird Norton Tyee Asset Strategies, LLCDec 2018 to Jun 2022
- SkyhawksSep 2017 to Apr 2018
- Fisher InvestmentsAug 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Fiduciary Counselling Inc
$10.1BAssets managed
1,761Clients
17Advisers
59 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7246754
- Firm CRD
- 104753