Justin Travers Roudiez
Investment Adviser Representative at White OAK Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Justin Travers Roudiez is an investment adviser representative with White OAK Wealth Management in Columbia, MD, where they have been registered since 2019. They have worked in the securities industry since 2010 and were previously registered with Northwestern Mutual Investment Services,llc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual LIFE Insurance CompanyFeb 2012 – Jan 2017Annapolis, MD
- Northwestern Mutual Investment Services, LLCAug 2009 – Jan 2017Annapolis, MD
- JOHN J. Horrigan & AssociatesFeb 2012 – Jan 2017Annapolis, MD
- Northwestern Mutual Investment Services, LLCMar 2008 – Jan 2017Annapolis, MD
- Northwestern Mutual Wealth Management CompanyMay 2012 – Jan 2017Annapolis, MD
- Oakmont Wealth Advisory, LLCJan 2019 – no end date reportedColumbia, MD
- UnemployedJan 2017 – Jan 2019Annapolis, MD
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About White OAK Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Estimated blended rate
- 0.0125
- $0 - $1,000,0001.25%
- $1,000,001 - $2,000,0001.00%
- $2,000,001 - $5,000,0000.80%
- $5,000,001 - $10,000,0000.70%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Columbia, MD
- SEC file number:
- 801-114266
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 11, 2026
View full firm profileOther advisors at White OAK Wealth Management
2 other advisors in the directory
Similar advisors in Columbia, MD
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Justin Travers Roudiez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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