Jesse Roth

Jesse Roth, CFP®, CTFA, is a Senior Financial Advisor with Vanguard Personal Advisor Select, specializing in high net worth and ultra-high net worth clients in a digital advisory environment. With a Bachelor of Science in Finance from Penn State University, Jesse has built a proven track record of fostering long-term client relationships throughout their extensive tenure at Vanguard, which began in 1997. Over the years, Jesse has held various roles, including Operations Specialist and multiple senior advisory positions, demonstrating a deep commitment to client service and financial expertise.