Jared Bryce Roskelley

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 10/2023
  Jackson Roskelley Wealth Advisors, Inc.
  Scottsdale, AZ
• 04/2016 → 10/2023
  Raymond James Financial Services, Inc.
  Scottsdale, AZ
• 05/2016 → 10/2023
  Raymond James Financial Services Advisors Inc.
  Scottsdale, AZ
• 01/2010 → 04/2018
  Continuity Partners Group, Llc
  Scottsdale, AZ
• 11/2018 → 10/2023
  Greenbrier Investments, Llc
  Scottsdale, AZ
• 03/2019 → 10/2023
  Orange House Rental
  Mesa, AZ
• 01/2023 → 10/2023
  Summit Path Insights, Inc
  Scottsdale, AZ
• 10/2023 → 01/2025
  Ameriprise Financial Services, Llc
  Scottsdale, AZ
• 01/2025 → Present
  Lpl Financial
  Scottsdale, AZ

Previous Registrations

• 2023-10-02 → 2025-01-28
  Ameriprise Financial Services, Llc
  Scottsdale, AZ
  Mesa, AZ
  Scottsdale, AZ
• 2016-05-27 → 2023-10-12
  Raymond James Financial Services Advisors, Inc
  Scottsdale, AZ
• 2007-03-21 → 2020-05-29
  Jackson Roskelley Wealth Advisors, Inc.
  Scottsdale, AZ
• 2007-01-03 → 2016-04-29
  Cambridge Investment Research Advisors, Inc.
  Scottsdale, AZ
• 2005-08-02 → 2005-11-30
  Cambridge Investment Research Advisors, Inc.
  Mesa, AZ
• 2003-07-29 → 2004-11-18
  Wealth Trust - Arizona Llc
  Scottsdale, AZ
• 2001-11-16 → 2003-06-11
  Cornerstone Financial Planning, Inc.
  Tempe, AZ

Other Businesses

1 - 11/2024 - Non-Variable Insurance Trails Only - Inv Related - 1 Hour/Month - AZ 85258 - OBA Start Date: 01/01/2000. 2 - 11/2024 - Real Estate Rental - Inv Related - AZ 85210 - OBA Start Date: 08/01/2018. 3 - 11/2024 - Greenbrier Investments, LLC - Real Estate Rental - Inv Related - 4 Hours/Month - 1 Hour During Trading - AZ 85258 - OBA Start Date: 01/01/2005. 4 - 11/2024 - Jackson Roskelley Wealth Advisors - DBA for LPL Business (entity for LPL business) - At reported business location(s). 5 - 11/2024 - Summit Path Insights, Inc. - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 4 Hours/Month - 1 Hour During Trading - AZ 85258 - OBA Start Date: 01/01/2023.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-12
• S63 Uniform Securities Agent State Law Examination
  1999-07-14

Designations

• Certified Financial Planner