LPL Financial announced that financial advisors Jared Roskelley, CFP, and Kyle Robertson, CFP, of Jackson/Roskelley Wealth Advisors have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving about $345 million in advisory, brokerage, and retirement plan assets and joined LPL from Ameriprise.
Based in Scottsdale, Arizona, Jackson/Roskelley Wealth Advisors was founded on the principles of integrity, insight and independence. And founder Bob Jackson started the firm in 1994, bringing Roskelley on board as a shareholder in 2006 after the two struck up a friendship during coursework for CFP certification. Roskelley later became president and CEO, enabling Jackson to transition into retirement successfully. Robertson joined the practice in 2015 and now serves as managing director and represents the third generation of ownership for Jackson/Roskelley Wealth Advisors.
Roskelley is in the Boy Scouts of America Scoutmaster Hall of Fame (Mesa District) and previously served as director of programming for the Financial Planning Association of Greater Phoenix. And Robertson is also active in his community, serving as president of his school’s parent-teacher organization and athletic committee while also coaching multiple youth sports leagues.
KEY QUOTES:
“We offer investment strategies, financial planning and goals-based advice to help clients feel more confident about their financial future. We focus on the comprehensive nature of financial planning to integrate investments, risk tolerance, estate planning and tax strategies into a singular, personalized plan for each client.”
“From Day One, we’ve always valued independence and entrepreneurship. By moving to LPL we have more control of our destiny and the power to do what’s in our clients’ best interests. We appreciate that LPL does not offer proprietary investment products, and we also believe clients will benefit from LPL’s industry-leading, integrated technology that allows them to access all their account information with a single login.”
- Jared Roskelley, who learned early on about the complexities of finance from his father, a tax and insurance specialist
“We welcome Jared and Kyle to the LPL community. LPL is committed to delivering innovative capabilities and strategic resources that make it easier for advisors to manage their practices, accelerate their business and build long-term value with their clients. We look forward to supporting Jackson/Roskelley Wealth Advisors for years to come.”
- Scott Posner, LPL Executive Vice President, Business Development
