Jarrod
Means
Alight Financial Advisors, LLC
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About this Advisor
Jarrod Means is a financial advisor working in Waco, Texas with 1 year of industry experience. Means currently works for Alight Financial Advisors, LLC. Over the course of their career, they have held roles at Ameriprise Financial Services Inc, University Of Texas Rio Grande Valley, South Texas College, Teleperformance, Srt Solutions, Rojas Heavy Equipment, City Of Mcallen and Alight Financial Solutions LLC. Means holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina and Texas. Alight Financial Advisors, LLC is a registered investment company that has its headquarters in Charlotte, NC. The company has a total of 60 employees. It has $31 billion in total assets between its 238,735 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees are based on the services. However, fees charged by Alight Financial Advisors, LLC can include any blend of 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
Jarrod Means Work History
Jarrod has been registered as a financial advisor for 1 years.*
Alight Financial Solutions LLC
Ameriprise Financial Services Inc
University Of Texas Rio Grande Valley
South Texas College
Teleperformance
Srt Solutions
Rojas Heavy Equipment
City Of Mcallen
*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 Jarrod Means 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
Charlotte, NC
Charlotte, NC
Saint Petersburg, FL
Lincolnshire, IL
Charlotte, NC
Edmond, OK
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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