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Jarrod Steven Means

Alight Financial Advisors, LLC

Waco, TX

Charlotte, NC

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Current Employers
Alight Financial Advisors, Llc

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-03-22
TX RA APPROVED 2022-03-11
  • NC RA
    APPROVED
    Since 2022-03-22
  • TX RA
    APPROVED
    Since 2022-03-11

Branch Locations

Waco, TX • United States

9300 Harris Corners Parkway Suite 105, Charlotte, NC 28269 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services Inc Austin TX 01/2020 02/2022
University Of Texas Rio Grande Valley Edinburg TX 06/2018 12/2019
South Texas College Mcallen TX 01/2016 05/2018
Alight Financial Solutions Llc Charlotte NC 02/2022 Present
  • 01/2020 → 02/2022
    Ameriprise Financial Services Inc
    Austin, TX
  • 06/2018 → 12/2019
    University Of Texas Rio Grande Valley
    Edinburg, TX
  • 01/2016 → 05/2018
    South Texas College
    Mcallen, TX
  • 02/2022 → Present
    Alight Financial Solutions Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-04
  • S66 Uniform Combined State Law Examination
    2020-03-04

View on SEC IAPD

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