Jarret
Roberts
Alight Financial Advisors, LLC
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About this Advisor
Jarret Roberts is a financial advisor operating out of Saint Petersburg, Florida, with a total of 1 year of relevant experience. Roberts is currently employed by Alight Financial Advisors, LLC. The advisor has gained experience at Transamerica Retirement Solutions, Transamerica Investors Securities Corporation and Alight Financial Solutions. Roberts holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Alight Financial Advisors, LLC is a business that has its headquarters in Charlotte, NC. The investment advisory business has a total of 60 employees. It handles $31 billion in assets under management across its 238,735 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Alight Financial Advisors, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees usually depend on which services are offered. Fees charged by Alight Financial Advisors, LLC likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alight Financial Advisors, LLC Brokerage Details
$30,803,228,222
60
238,735
$129,027
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jarret Roberts Work History
Jarret has been registered as a financial advisor for 1 years.*
Alight Financial Solutions
Transamerica Retirement Solutions
Transamerica Investors Securities Corporation
Transamerica Retirement Solutions
Transamerica Investors Securities Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jarret Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alight Financial Advisors, LLC
Charlotte, NC
Charlotte, NC
Lincolnshire, IL
Charlotte, NC
Saint Petersburg, FL
Waco, TX
Charlotte, NC
Sacramento, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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