{"id":809926,"date":"2025-02-06T08:59:22","date_gmt":"2025-02-06T13:59:22","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-jackson-roskelley-wealth-advisors\/"},"modified":"2025-02-06T08:59:22","modified_gmt":"2025-02-06T13:59:22","slug":"lpl-financial-welcomes-jackson-roskelley-wealth-advisors","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-jackson-roskelley-wealth-advisors\/","title":{"rendered":"LPL Financial Welcomes Jackson\/Roskelley Wealth Advisors"},"content":{"rendered":"<div class=\"mw_release\">\n<p>SAN DIEGO, Feb.  06, 2025  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=HXASxJCmqnhqUUd5o00ypNvLsdXWXyneSuXQf_ICFjh3ZhXYcpsStu4a3z8XxTzK6oQsa0bSorPy87uRtGvUVw==\" rel=\"nofollow\" target=\"_blank\">LPL Financial LLC<\/a> announced today that financial advisors Jared Roskelley, CFP\u00ae, and Kyle Robertson, CFP\u00ae, of Jackson\/Roskelley Wealth Advisors have joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $345 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.<\/p>\n<p>Based in Scottsdale, Ariz., Jackson\/Roskelley Wealth Advisors was founded on the principles of integrity, insight and independence. Founder Bob Jackson started the firm in 1994, bringing Roskelley on board as a shareholder in 2006 after the two struck up a friendship during coursework for CFP\u00ae certification. Roskelley later became president and CEO, allowing Jackson to successfully transition into retirement. Robertson joined the practice in 2015 and now serves as managing director and represents the third generation of ownership for Jackson\/Roskelley Wealth Advisors.<\/p>\n<p>\u201cWe offer investment strategies, financial planning and goals-based advice to help clients feel more confident about their financial future,\u201d said Roskelley, who learned early on about the complexities of finance from his father, a tax and insurance specialist. \u201cWe focus on the comprehensive nature of financial planning to integrate investments, risk tolerance, estate planning and tax strategies into a singular, personalized plan for each client.\u201d<\/p>\n<p>Looking to get back to their true independent roots, the advisors turned to LPL for the next chapter of their business.<\/p>\n<p>\u201cFrom Day One, we\u2019ve always valued independence and entrepreneurship,\u201d Roskelley said. \u201cBy moving to LPL we have more control of our destiny and the power to do what\u2019s in our clients\u2019 best interests. We appreciate that LPL does not offer proprietary investment products, and we also believe clients will benefit from LPL\u2019s industry-leading, integrated technology that allows them to access all their account information with a single login.\u201d<\/p>\n<p>Staying involved in the community is a priority for both advisors. Roskelley is in the Boy Scouts of America Scoutmaster Hall of Fame (Mesa District) and previously served as director of programming for the Financial Planning Association of Greater Phoenix. Robertson is also active in his community, serving as president of his school\u2019s parent-teacher organization and athletic committee while also coaching multiple youth sports leagues.<\/p>\n<p>Scott Posner, LPL Executive Vice President, Business Development, said, \u201cWe welcome Jared and Kyle to the LPL community. LPL is committed to delivering innovative capabilities and strategic resources that make it easier for advisors 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.\u201d<\/p>\n<p>\n        <strong><br \/>\n          <u>Related<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>Advisors, learn how LPL Financial can help <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=Gri-tGWI9tqmnExwv__tTVsC_9YambUP4JJti8ATPpO_IBDei8CQsBFffvYzGYiuFv8szUNGi9Bwy3TICqNn6vjatIGIqgylQT7dJygfv24wMskteW4X1fwpB1JCcIu8KUEn3hHEDAS8sUCArol_CBr3EPOkXe2GOpmU-7ZQETg=\" rel=\"nofollow\" target=\"_blank\">take your business to the next level<\/a>.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.\u00a0As a leader in the financial advisor-mediated marketplace, LPL supports more than 29,000 financial advisors and the wealth management practices of 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=AXg2NbzT-Ra5o-0vY92cGji9cG2ooH6lCScrcRG3g6AqvUevAIPNnHkacnSUNw6DX3XaqjQavzwOPBk-xJEPmw==\" rel=\"nofollow\" target=\"_blank\">www.lpl.com<\/a>.<\/p>\n<p>\n        <strong>Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA\/SIPC.<\/strong> LPL Financial and its affiliated companies provide financial services only from the United States. Jackson\/Roskelley Wealth Advisors and LPL are separate entities.<\/p>\n<p>Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial.<\/p>\n<p>We routinely disclose information that may be important to shareholders in the \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=DEjyodv_Wbnu_Ji4WUS9xFKg38tkelMHnK_7PIMJcf1doPhECHE4vFa7SATBy9KBYl-uhsw-lP5H-6feqodGv6yEmrkl1FZmiRrDq3iVqMM=\" rel=\"nofollow\" target=\"_blank\">Investor Relations<\/a>\u201d or \u201c<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=bwqeUQMtNiz5drxO4JyluS4QO17rZ_c_8xBKE1ctkRfDM0q5Ed0-w7bESo6uADsOV-WtkntMOkwVDmdVBWe7anIh1DRC1NwMCqdnwFOdZnvpY9uykcKoHAn-bKi3Oo8N\" rel=\"nofollow\" target=\"_blank\">Press Releases<\/a>\u201d section of our website.<\/p>\n<p>\n        <em>*Value approximated as reported to LPL<\/em>\n      <\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong>\u00a0<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=Ort_AWVFl2kVFZSFeJ_ib72EzLzmC34RyagpRif_4BbkUTo8PDxbsNlZEFVZBd-gl7lLrtTX3fSICtitp-zISez6QW25Lx6ao-D80wbFtuO2hNhaOGNRep-mzMmY5oDa\" rel=\"nofollow\" target=\"_blank\">Media.relations@LPLFinancial.com<\/a>\u00a0<br \/>(704) 996-1840<\/p>\n<p>Tracking #688390<\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTM1NDI0MCM2NzM5MjUwIzIwMTkxNDA=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/Y2M1MzBmYjEtMmExMy00Mjk5LTgxMzgtMjI2ZjgyNTI3MjhlLTEwMzA3MTM=\/tiny\/LPL-Financial-Holdings-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>SAN DIEGO, Feb. 06, 2025 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP\u00ae, and Kyle Robertson, CFP\u00ae, of Jackson\/Roskelley Wealth Advisors have joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $345 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based in Scottsdale, Ariz., Jackson\/Roskelley Wealth Advisors was founded on the principles of integrity, insight and independence. Founder Bob Jackson started the firm in 1994, bringing Roskelley on board as a shareholder in 2006 after the two struck up a friendship during coursework for CFP\u00ae certification. Roskelley later became president and CEO, allowing Jackson to successfully transition into retirement. Robertson joined the practice &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-jackson-roskelley-wealth-advisors\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL Financial Welcomes Jackson\/Roskelley Wealth Advisors&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-809926","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL Financial Welcomes Jackson\/Roskelley Wealth Advisors - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-jackson-roskelley-wealth-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Welcomes Jackson\/Roskelley Wealth Advisors - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"SAN DIEGO, Feb. 06, 2025 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP\u00ae, and Kyle Robertson, CFP\u00ae, of Jackson\/Roskelley Wealth Advisors have joined LPL Financial\u2019s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $345 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based in Scottsdale, Ariz., Jackson\/Roskelley Wealth Advisors was founded on the principles of integrity, insight and independence. Founder Bob Jackson started the firm in 1994, bringing Roskelley on board as a shareholder in 2006 after the two struck up a friendship during coursework for CFP\u00ae certification. Roskelley later became president and CEO, allowing Jackson to successfully transition into retirement. 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They reported serving approximately $345 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based in Scottsdale, Ariz., Jackson\/Roskelley Wealth Advisors was founded on the principles of integrity, insight and independence. Founder Bob Jackson started the firm in 1994, bringing Roskelley on board as a shareholder in 2006 after the two struck up a friendship during coursework for CFP\u00ae certification. Roskelley later became president and CEO, allowing Jackson to successfully transition into retirement. 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