Jason Roberts, financial advisor Beaver PA

Jason Roberts

CRD Number: 4432594
Current Firm: Alight Financial Advisors, LLC

Jason Roberts (CRD# 4432594) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Beaver, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Alight Financial Advisors Charlotte, NC Apr 2020 - Current 3
Heartland Payment Systems Edmund, OK Oct 2019 - Apr 2020 < 1
Td Ameritrade Investment Management, LLC Omaha, NE Feb 2018 - Oct 2019 1
Td Ameritrade, Inc. Wexford, PA Feb 2018 - Oct 2019 1
Scottrade, Inc. Wexford, PA Oct 2002 - Feb 2018 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Jason M. Roberts
Phone Number: 866-560-7256
Registered State(s):
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    30,803
    MILLIONS
  • Total Number of Accounts
    238,735
    ACCOUNTS
  • Average Account Value
    $129,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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