Knights Of Columbus Asset Advisors LLC

Investment Advisor
in Port Orchard, WA

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About this Advisor

Jarrod Roth is a financial advisor who works out of Port Orchard, Washington with a total of 1 year of industry experience. Roth is currently employed by Knights Of Columbus Asset Advisors LLC. During their career, the advisor has held roles at Knights Of Columbus Insurance and Knights Of Columbus Asset Advisors. Roth holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Oregon and Washington. Knights Of Columbus Asset Advisors LLC is a business operating out of New Haven, CT. The firm has a total of 189 advisors. It has $26 billion in total assets among its 2,359 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to nine charitable organizations. The company provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice largely depend on the type of services offered. However, fees charged by Knights Of Columbus Asset Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Port Orchard, WA

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management


WA Average: $5,297,377,271
Total Number of Employees


WA Average: 35
Total Number of Accounts


WA Average: 690
Average Account Size


WA Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jarrod Roth Work History

Jarrod has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Knights Of Columbus Asset Advisors

2000 - Present (24 years)

Knights Of Columbus Insurance

*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.


Please visit the SEC profile of Jarrod Roth 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 Knights Of Columbus Asset Advisors LLC

Chad Muhlenkamp
New Haven, CT
Paul Mcmahon
New Haven, CT
Adam Tumminelli
Virginia Beach, VA
Robert Stevens
Shawnee, OK
Lance Dufour
Locust Grove, OK
Wesley Casaus
Anthem, AZ
Ronald Henry
New Haven, CT
Daniel Falstad
New Haven, CT

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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