Jarrod
Roth

Knights Of Columbus Asset Advisors LLC

CRD#7551046
Investment Advisor
in Port Orchard, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$25,777,552,717

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

189

WA Average: 35
Total Number of Accounts

2,359

WA Average: 690
Average Account Size

$10,927,322

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.

Disclosures

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started