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Jason Michael Roberts

Alight Financial Advisors, LLC

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About Jason Michael Roberts

Jason Michael Roberts is a financial advisor with Alight Financial Advisors, LLC, a firm managing over $10 billion in assets. Jason has been a registered representative for over 17 years, with previous experience at TD Ameritrade and Scottrade. Jason has passed the Series 7, 63, and 66 exams, and specializes in portfolio management for individuals, financial planning, and educational seminars.

Firm Information

Jason Roberts is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees and related services

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Jason Roberts’s Registration & Firm History

PA

04/29/2020 - Present

Alight Financial Advisors, LLC (Beaver PA)

PA

02/26/2018 - 10/16/2019

TD AMERITRADE, INC. (WEXFORD PA)

PA

10/24/2002 - 02/26/2018

SCOTTRADE, INC. (WEXFORD PA)

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Licenses & Designations

BOTH

Issued 02/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael Roberts.
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