Jason
Roberts

Alight Financial Advisors, LLC

CRD#4432594
Investment Advisor
in Beaver, PA

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About this Advisor

Jason Roberts is a financial advisor operating in Beaver, Pennsylvania with 3 years of relevant experience. Roberts currently works for Alight Financial Advisors, LLC. Their career trajectory has included roles at Td Ameritrade Investment Management, LLC, Alight Financial Advisors, Heartland Payment Systems, Td Ameritrade, Inc and Scottrade, Inc. Roberts has Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in North Carolina and Pennsylvania. Alight Financial Advisors, LLC is a financial advisory firm that has its headquarters in Charlotte, NC. The company has a total of 60 people on staff. It administers $31 billion in assets across its 238,735 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. Alight Financial Advisors, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees typically vary depending on the type of financial services offered. However, fees billed by Alight Financial Advisors, LLC likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

406 Leo Drive
Beaver, PA 15009

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Alight Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$30,803,228,222

PA Average: $3,625,019,099
Total Number of Employees

60

PA Average: 22
Total Number of Accounts

238,735

PA Average: 1,917
Average Account Size

$129,027

PA Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jason Roberts Work History

Jason has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Alight Financial Advisors

2019 - 2020 (1 year)

Heartland Payment Systems

2018 - 2019 (1 year)

Td Ameritrade Investment Management, LLC

2018 - 2019 (1 year)

Td Ameritrade, Inc

2002 - 2018 (16 years)

Scottrade, Inc

*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 Jason 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

Jarret Roberts
Saint Petersburg, FL
Stephen Gerek
Charlotte, NC
Robert Vincic
Lincolnshire, IL
Jarrod Means
Waco, TX
Jeffrey Swarr
Charlotte, NC
Ronald Paulding
Charlotte, NC
Sisi Loudon
Austin, TX
Jeremy Mccord
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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