Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod K Roth is a registered Investment Advisor Representative with Knights Of Columbus Asset Advisors LLC. Jarrod has been in the industry since 2000 and holds a Series 65 license. Jarrod's firm is based in New Haven, CT and has offices in Port Orchard, WA. They specialize in providing investment advice to insurance companies, investment companies, and individuals. Jarrod's specialties include investment advisory services, pension consulting, selection of other advisors, and portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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WA
05/12/2022 - Present
Knights OF Columbus Asset Advisors LLC (Port Orchard WA)
IA
Issued 04/28/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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