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JR
CFP
JR
CFP

Jared Roskelley

LPL Financial LLC
26 Years of Experience
Scottsdale, AZ
6 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jared Roskelley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 26 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9590 E Ironwood Sq Dr Ste110, Scottsdale, AZ, 85258

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2021
Withdrawn
Customer Dispute
July 2017
Denied
Customer Dispute
June 2010
Settled
Regulatory
December 2005
Final
Customer Dispute
February 2005
Settled
Employment Separation After Allegations
October 2004
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jared receives non-variable insurance trails and owns rental real estate. He also has Greenbrier Investments, LLC (real estate rental) and Summit Path Insights, Inc. (business entity for tax/investment purposes), each taking minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2025 - Present · 1 yr 9 mos
LPL Financial LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
October 2023 - January 2025 · 1 yr 3 mos
Ameriprise Financial Services, LLC
October 2023 - January 2025 · 1 yr 3 mos
Raymond James Financial Services Advisors, INC
May 2016 - October 2023 · 7 yrs 5 mos
Raymond James Financial Services, INC.Broker
April 2016 - October 2023 · 7 yrs 6 mos
Jackson Roskelley Wealth Advisors, INC.
March 2007 - May 2020 · 13 yrs 2 mos
Cambridge Investment Research Advisors, INC.
January 2007 - April 2016 · 9 yrs 3 mos
Cambridge Investment Research, INC.Broker
October 2006 - April 2016 · 9 yrs 6 mos
Cambridge Investment Research Advisors, INC.
August 2005 - November 2005 · 3 mos
Cambridge Investment Research, INC.Broker
June 2005 - November 2005 · 5 mos
Degreen Financial, INC.
July 2003 - November 2004 · 1 yr 4 mos
Cornerstone Financial Planning, INC.
November 2001 - June 2003 · 1 yr 7 mos
Sunamerica Securities, INC.Broker
December 1998 - November 2004 · 5 yrs 11 mos
State Registrations26 states
AZCACODCFLGAIDMIMNMONCNENJNVNYOHORPASCTNTXUTVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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