Jason Roberts is a registered investment advisor, based in Beaver, PA, with 22 years of industry experience.
Location
406 Leo Drive, Beaver, PA, 15009
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Alight Financial Solutions, LLC
July 2020 - Present · 5 yrs 10 mos
Alight Financial Solutions, LLCBroker
July 2020 - Present · 5 yrs 10 mos
Alight Financial Advisors, LLC
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
TD Ameritrade, INC.
February 2018 - October 2019 · 1 yr 8 mos
TD Ameritrade Investment Management, LLC
February 2018 - October 2019 · 1 yr 8 mos
TD Ameritrade, INC.Broker
February 2018 - October 2019 · 1 yr 8 mos
Scottrade Investment Management
February 2017 - February 2018 · 1 yr
Scottrade, INC.Broker
October 2002 - February 2018 · 15 yrs 4 mos
State Registrations2 states
NCPA
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.