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Lance Jarl Johnson

CRD 2244093  ·  Roi Financial  ·  Beaverton, OR

IA Registered

Also appears in the source record as: Jarl Johnson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Not registered in this capacity
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2244093 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm
Roi Financial
Firm CRD
160100
SEC number
801-121903
Assets under management
$264.2M as of Mar 30, 2026
Website
www.facebook.com/ROIFINANCIALADVISORSLLC ↗
Phone
503-941-5925
Firm location
Beaverton, OR, 97003

Employment history (2)

From the source registration record · current first

  • Roi FinancialCurrent
    Lake Oswego, OR · IA capacity
    start not retrieved → present
  • Roi FinancialCurrent
    Beaverton, OR · IA capacity
    start not retrieved → present

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.