LPL Financial, the nation’s largest independent broker-dealer, announced that financial advisers Jared Roskelley, CFP, and Kyle Robertson, CFP, of Jackson/Roskelley Wealth Advisors have joined LPL’s broker-dealer, registered investment adviser, and custodial platforms. They reported serving approximately $345 million in advisory, brokerage, and retirement plan assets. They join LPL from Ameriprise.
Based in Scottsdale, Ariz., Jackson/Roskelley Wealth Advisors was founded in 1994 by Bob Jackson. Roskelley was brought on board as a shareholder in 2006 and later became president and CEO, allowing Jackson to successfully transition into retirement. Robertson joined the practice in 2015. He now serves as managing director and represents the third generation of ownership for Jackson/Roskelley.
“From day one, we’ve always valued independence and entrepreneurship,” Roskelley said. “By moving to LPL, we have more control of our destiny and the power to do what’s in our clients’ best interests. We appreciate that LPL does not offer proprietary investment products, and we also believe clients will benefit from LPL’s industry-leading, integrated technology that allows them to access all their account information with a single login.”
“We welcome Jared and Kyle to the LPL community,” said Scott Posner, LPL executive vice president of business development. “LPL is committed to delivering innovative capabilities and strategic resources that make it easier for advisers to manage their practices, accelerate their business, and build long-term value with their clients. We look forward to supporting Jackson/Roskelley Wealth Advisors for years to come.”
As previously reported by The DI Wire, LPL also recently added a $1 billion team of advisers from Osaic, as well as a $1.3 billion New Jersey-based family office.
LPL Financial Holdings Inc. serves nearly 29,000 financial advisers nationwide. Headquartered in San Diego, its total advisory and brokerage assets totaled $1.7 trillion as of Dec. 31, 2024.
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