AeroLeads people directory · profile
Jack Roller Email & Phone Number
Senior Business Development Consultant
at
Kestra Financial
1 work email found
@kestrafinancial.com
2 phones found area 502
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Business Development Consultant
Location
Austin, Texas, United States
Company size
Who is Jack Roller? Overview
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Quick answer
Jack Roller is listed as Senior Business Development Consultant at Kestra Financial, a with 409 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at kestrafinancial.com, phone signal with area code 502, and a matched LinkedIn profile for Jack Roller.
Jack Roller previously worked as Business Development Consultant at Kestra Financial and Financial Planning Analyst at Kestra Financial. Jack Roller holds Bachelor'S Degree, Economics from Western Kentucky University.
Company email context
Email format at Kestra Financial
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{first}.{last}@kestrafinancial.com
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AeroLeads found 1 current-domain work email signal for Jack Roller. Compare company email patterns before reaching out.
Profile bio
About Jack Roller
Equipped with a degree in Economics from Western Kentucky University, I am dedicated on making a meaningful impact in the financial world. I am currently employed on the Business Development Team as a Business Development Specialist with Kestra Financial. Thus far in my career, I have honed my skills in various areas of finance, including financial planning, data analytics and portfolio oversight. I am proficient at utilizing cutting-edge financial tools and software to drive data-driven insights and make informed decisions. I want to be a life-long learner, always seeking opportunities to expand my knowledge and be on top of current industry trends. I have committed to obtaining my Chartered Financial Consultant designation and would like to pursue an Exit Planning designation in the future. Let's connect and discover how we can cultivate success in the financial industry!
Listed skills include Problem Solving, Communication, Data Analysis, Financial Services, and 11 others.
Current workplace
Jack Roller's current company
Company context helps verify the profile and gives searchers a useful next step.
Kestra Financial
5 roles
Jack Roller work experience
A career timeline built from the work history available for this profile.
Business Development Consultant
CurrentResponsible for cultivating a strategic network with financial advisors on behalf of Kestra. In partnership with an external Vice President, I am tasked with connecting and building relationships with recruits within our specific territory. I will conduct initial front-end research to locate and identify qualified financial professionals.
Aug 2023 - Present
Financial Planning Analyst
Responsible for providing centralized outsourced financial planning for over 2,500 licensed individuals. Organize and develop client data within a financial planning context. Analyzing and providing research for planning industry trends, intellectual capital, technological advances in the planning field. Client management and support, as well as advanced planning. Authoring though-leadership for advisors & clients. Critical thinking & decision making in the construction of Financial Planning business line.
May 2022 - Aug 2023
Associate Wealth Advisor
Assist with managing non-complex client relationships including selection of asset allocation strategies and basic financial plans. I help maximize client satisfaction to ensure retention of clients. I provide aid for our Senior Wealth Advisors, in expanding relationships by assisting with sales and service efforts. I help complete certain client requested actions as directed by management. I assist in the completion of various tasks within the appropriate Wealth operating systems as instructed, as well as other tasks.
Feb 2020 - May 2022
Client Service Associate
Responsible for assisting and ensuring compliance with necessary specifications and regulations. Day to day tasks include interaction with clients and following through on client requests. I assist our lead advisor by compiling and updating necessary documents, portfolio reviews, etc. I also perform basic administrative and clerical duties as necessary.
Oct 2018 - Feb 2020
Team & coworkers
Colleagues at Kestra Financial
Other employees you can reach at kestrafinancial.com. View company contacts for 409 employees →
ML
Maria Lopez
Colleague at Kestra FinancialAustin, Texas, United States
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JM
Jared Meyers
Colleague at Kestra FinancialAustin, Texas, United States
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MD
Manikanta Dandu
Colleague at Kestra FinancialHyderabad, Telangana, India
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JN
Juliana Nadir
Colleague at Kestra FinancialAustin, Texas, United States
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LD
Lyle Davidson
Colleague at Kestra FinancialAustin, Texas Metropolitan Area, United States
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AR
Ambili Reghunath
Colleague at Kestra FinancialAustin, Texas, United States
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RE
Ricardo Escamilla
Colleague at Kestra FinancialDallas-Fort Worth Metroplex, United States
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GT
George Threadgill Iv
Colleague at Kestra FinancialAustin, Texas Metropolitan Area, United States
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WY
Wang(Zena) Yao
Colleague at Kestra FinancialAustin, Texas, United States
View →
MC
Mike Cortez
Colleague at Kestra FinancialGreater Houston, United States
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Maria Lopez
Colleague at Kestra FinancialAustin, Texas, United States
View →
JM
Jared Meyers
Colleague at Kestra FinancialAustin, Texas, United States
View →
MD
Manikanta Dandu
Colleague at Kestra FinancialHyderabad, Telangana, India
View →
JN
Juliana Nadir
Colleague at Kestra FinancialAustin, Texas, United States
View →
LD
Lyle Davidson
Colleague at Kestra FinancialAustin, Texas Metropolitan Area, United States
View →
AR
Ambili Reghunath
Colleague at Kestra FinancialAustin, Texas, United States
View →
RE
Ricardo Escamilla
Colleague at Kestra FinancialDallas-Fort Worth Metroplex, United States
View →
GT
George Threadgill Iv
Colleague at Kestra FinancialAustin, Texas Metropolitan Area, United States
View →
WY
Wang(Zena) Yao
Colleague at Kestra FinancialAustin, Texas, United States
View →
MC
Mike Cortez
Colleague at Kestra FinancialGreater Houston, United States
View →
2 education records
Jack Roller education
Bachelor'S Degree, Economics
Western Kentucky University
Accelerated Executive Certificate In Financial Planning, Financial Planning & Services.
Bellarmine University
FAQ
Frequently asked questions about Jack Roller
Quick answers generated from the profile data available on this page.
What company does Jack Roller work for?
Jack Roller works for Kestra Financial.
What is Jack Roller's role at Kestra Financial?
Jack Roller is listed as Senior Business Development Consultant at Kestra Financial.
What is Jack Roller's email address?
AeroLeads has found 1 work email signal at @kestrafinancial.com for Jack Roller at Kestra Financial.
What is Jack Roller's phone number?
AeroLeads has found 2 phone signal(s) with area code 502 for Jack Roller at Kestra Financial.
Where is Jack Roller based?
Jack Roller is based in Austin, Texas, United States while working with Kestra Financial.
What companies has Jack Roller worked for?
Jack Roller has worked for Kestra Financial, Yellow Cardinal Advisory Group, and Centerline Wealth Advisors.
Who are Jack Roller's colleagues at Kestra Financial?
Jack Roller's colleagues at Kestra Financial include Maria Lopez, Jared Meyers, Manikanta Dandu, Juliana Nadir, and Lyle Davidson.
How can I contact Jack Roller?
You can use AeroLeads to view verified contact signals for Jack Roller at Kestra Financial, including work email, phone, and LinkedIn data when available.
What schools did Jack Roller attend?
Jack Roller holds Bachelor'S Degree, Economics from Western Kentucky University.
What skills is Jack Roller known for?
Jack Roller is listed with skills including Problem Solving, Communication, Data Analysis, Financial Services, Customer Service, Social Media, Wealth Management, and Computer Literacy.
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