Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Bryce Roskelley is a financial advisor with over 20 years of experience in the financial services industry. Jared is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with LPL Financial LLC since January 2025. Prior to joining LPL Financial, Jared worked with Raymond James Financial Services, Inc. and Cambridge Investment Research, Inc. Jared is currently registered with the state of Arizona and Texas and is actively involved in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/27/2025 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
04/18/2016 - 10/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
10/23/2006 - 04/29/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)
IA
06/10/2005 - 11/30/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
AZ
12/14/1998 - 11/01/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 01/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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