Jonathan Roller, CPA

Jon provides audit and advisory services to construction, manufacturing, and growth-focused businesses, an area he approaches with an added layer of insight as a licensed financial advisor holding Series 7 and Series 66 registrations. His experience includes private equity-backed companies, film organizations, PCAOB audits, and international engagements involving component and group audits. He works with business owners and leadership teams navigating growth, transactions, and increasingly complex reporting requirements, where his securities background helps connect audit findings to broader financial and investment considerations.

Education

State University of New York at Buffalo, Master of Science, Accounting and Operation Management

State University of New York at Buffalo, Bachelor of Science, Accounting and Finance

Community

Royal Beach Club HOA, Board Member

Buffalo Zoological Gardens, former ProZoo Board Member

Professional

Agent for Accident, Life, and Health Insurance

American Institute of Certified Public Accountants

Buffalo Niagara Manufacturing Alliance, Treasurer

NYCPA – The New York State Society of CPAs

Series 7 – General Securities Representative Qualification Examination

Series 66 – Uniform Combined State Law Examination

Non-producing registered representative of Cetera Wealth Services, LLC.