Jack B Roberts

Current Employers

Employment History

• 01/2014 → 05/2019
  Warren County Public Schools
  Bowling Green, KY
• 05/2019 → 08/2019
  Unemployed
  Bowling Green, KY
• 08/2019 → 05/2023
  Western Kentucky University
  Bowling Green, KY
• 10/2021 → 06/2022
  Houchens Insurance Group
  Bowling Green, KY
• 12/2022 → 01/2023
  Cap Wealth
  Nashville, TN
• 01/2023 → 06/2023
  Avant-Garde Wealth
  Bowling Green, KY
• 06/2023 → 02/2024
  Abound Wealth Management
  Franklin, TN
• 02/2024 → 04/2024
  Unemployed
  Nashville, TN
• 04/2024 → Present
  Keystone Financial Group
  Lexington, KY
• 09/2024 → Present
  Lpl Financial
  Lexington, KY

Other Businesses

1- 09/30/2024 / Keystone Financial Group, Inc / DBA for LPL Business (entity for LPL business) / At Reported Business Location(s) / Inv Rltd / start 04/02/2024 /160 hrs mnth / 6.5 hrs during trading 2- 10/01/2024 - Keystone Financial Group, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/02/2024 - 160 Hours Per Month/ 6.5 Hours During Trading - I provide investment advisory services through Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 10/01/2024 - Keystone Financial Group, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/02/2024 - 160 Hours Per Month/ 6.5 Hours During Trading - I provide investment advisory services through Keystone Financial Group, LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 09/16/2025 - Roberts Wealth Management Inc - Investment Related - DBA for LPL Business (entity for LPL business) - Home Based - Start Date:08/22/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-06
• S65 Uniform Investment Adviser Law Examination
  2024-05-17

Other Names

• Jack Roberts