Jason
Roberts
Alight Financial Advisors, LLC
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About this Advisor
Jason Roberts is a financial advisor based in Beaver, Pennsylvania, working with Alight Financial Advisors, LLC. Jason has previously held positions at Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Alight Financial Advisors, Heartland Payment Systems, and Scottrade, Inc. Jason has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Pennsylvania. Currently, Jason is part of Alight Financial Advisors, LLC, which operates out of Beaver, Pennsylvania. The firm has 1 office and 60 employees. The firm manages assets totaling $32.1 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Alight Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alight Financial Advisors, LLC Brokerage Details
$32,132,173,090
60
228,318
$140,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jason Roberts Work History
Alight Financial Advisors
Heartland Payment Systems
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Scottrade, Inc
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
Waco, TX
Naples, FL
Charlotte, NC
Palm Bay, FL
Charlotte, NC
Hilton Head Island, SC
Burlington, NC
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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