Jarret Roberts
Jarret Roberts is a registered investment advisor at Alight Financial Advisors, LLC, based in Saint Petersburg, FL, with 11 years of industry experience. Jarret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 195,957 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K+ | 0.30% |
Fee Estimator
Location
Saint Petersburg, FL
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Regulatory History
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 →Other Business Activities
Jarret is a partner in Resource Investment Management LLC, a real estate investment business that buys and renovates distressed properties for rent or sale.
Employment History
Current Registrations
Alight Financial Advisors, LLC
Alight Financial Solutions, LLC
Alight Financial Solutions, LLCBroker
Previous Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Transamerica Investors Securities CorporationBroker
State Registrations2 states
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.