LPL Financial Welcomes Jackson/Roskelley Wealth Advisors
LPL Financial (LPLA) has announced that Jackson/Roskelley Wealth Advisors has joined its broker-dealer, RIA, and custodial platforms from Ameriprise. The Scottsdale, Arizona-based team, led by Jared Roskelley and Kyle Robertson, brings approximately $345 million in advisory, brokerage and retirement plan assets.
Founded in 1994 by Bob Jackson, the firm emphasizes integrity, insight, and independence. Roskelley joined as a shareholder in 2006 and later became president and CEO, while Robertson joined in 2015 as managing director. The team chose LPL for its true independent platform, absence of proprietary investment products, and integrated technology solutions.
LPL Financial currently supports over 29,000 financial advisors and 1,200 financial institutions, managing approximately $1.7 trillion in brokerage and advisory assets for 6 million Americans.
LPL Financial (LPLA) ha annunciato che Jackson/Roskelley Wealth Advisors si è unita alla sua piattaforma di broker-dealer, RIA e custodia proveniente da Ameriprise. Il team di Scottsdale, in Arizona, guidato da Jared Roskelley e Kyle Robertson, porta con sé circa 345 milioni di dollari in asset di advisory, brokerage e piani pensionistici.
Fondata nel 1994 da Bob Jackson, la società pone l'accento su integrità, intuizione e indipendenza. Roskelley è entrato come azionista nel 2006 ed è successivamente diventato presidente e CEO, mentre Robertson si è unito nel 2015 come direttore generale. Il team ha scelto LPL per la sua vera piattaforma indipendente, l'assenza di prodotti di investimento proprietari e le soluzioni tecnologiche integrate.
LPL Financial supporta attualmente oltre 29.000 consulenti finanziari e 1.200 istituzioni finanziarie, gestendo circa 1,7 trilioni di dollari in asset di brokerage e advisory per 6 milioni di americani.
LPL Financial (LPLA) ha anunciado que Jackson/Roskelley Wealth Advisors se ha unido a su plataforma de broker-dealer, RIA y custodial proveniente de Ameriprise. El equipo, con sede en Scottsdale, Arizona, liderado por Jared Roskelley y Kyle Robertson, aporta aproximadamente 345 millones de dólares en activos de asesoría, corretaje y planes de jubilación.
Fundada en 1994 por Bob Jackson, la firma enfatiza la integridad, la visión y la independencia. Roskelley se unió como accionista en 2006 y más tarde se convirtió en presidente y CEO, mientras que Robertson se unió en 2015 como director general. El equipo eligió LPL por su verdadera plataforma independiente, la ausencia de productos de inversión propios y soluciones tecnológicas integradas.
LPL Financial actualmente apoya a más de 29,000 asesores financieros y 1,200 instituciones financieras, gestionando aproximadamente 1.7 billones de dólares en activos de corretaje y asesoría para 6 millones de estadounidenses.
LPL Financial (LPLA)는 Jackson/Roskelley Wealth Advisors가 Ameriprise의 브로커-딜러, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. 애리조나 스코츠데일에 본사를 둔 이 팀은 Jared Roskelley와 Kyle Robertson이 이끌며, 약 3억 4천 5백만 달러의 자문, 중개 및 퇴직 연금 자산을 보유하고 있습니다.
1994년 Bob Jackson에 의해 설립된 이 회사는 정직, 통찰력 및 독립성을 강조합니다. Roskelley는 2006년에 주주로 합류했으며 나중에 사장 겸 CEO가 되었고, Robertson은 2015년에 관리 이사로 합류했습니다. 이 팀은 진정한 독립 플랫폼과 독점 투자 상품의 부재, 통합된 기술 솔루션으로 인해 LPL을 선택했습니다.
LPL Financial은 현재 29,000명 이상의 재정 고문 및 1,200개의 금융 기관을 지원하며, 약 1.7조 달러의 중개 및 자문 자산을 관리하고 있습니다. 이는 600만 명의 미국인에게 서비스하고 있습니다.
LPL Financial (LPLA) a annoncé que Jackson/Roskelley Wealth Advisors a rejoint sa plateforme de courtage, RIA et de conservation provenant d'Ameriprise. L'équipe basée à Scottsdale, en Arizona, dirigée par Jared Roskelley et Kyle Robertson, apporte environ 345 millions de dollars en actifs de conseil, de courtage et de plans de retraite.
Fondée en 1994 par Bob Jackson, la société met l'accent sur l'intégrité, la perspicacité et l'indépendance. Roskelley a rejoint la société en tant qu'actionnaire en 2006 et est devenu par la suite président et PDG, tandis que Robertson a rejoint en 2015 en tant que directeur général. L'équipe a choisi LPL pour sa véritable plateforme indépendante, l'absence de produits d'investissement propriétaires et les solutions technologiques intégrées.
LPL Financial soutient actuellement plus de 29 000 conseillers financiers et 1 200 institutions financières, gérant environ 1,7 billion de dollars en actifs de courtage et de conseil pour 6 millions d'Américains.
LPL Financial (LPLA) hat bekannt gegeben, dass Jackson/Roskelley Wealth Advisors von Ameriprise zu seiner Broker-Dealer-, RIA- und Verwahrplattform gewechselt hat. Das Team aus Scottsdale, Arizona, unter der Leitung von Jared Roskelley und Kyle Robertson bringt ungefähr 345 Millionen Dollar an Beratung, Brokerage und Altersvorsorgevermögen mit.
Das Unternehmen wurde 1994 von Bob Jackson gegründet und betont Integrität, Einsicht und Unabhängigkeit. Roskelley trat 2006 als Anteilseigner bei und wurde später Präsident und CEO, während Robertson 2015 als Managing Director eintrat. Das Team wählte LPL aufgrund seiner echten Unabhängigkeitsplattform, des Fehlens proprietärer Anlageprodukte und integrierter Technologielösungen.
LPL Financial unterstützt derzeit über 29.000 Finanzberater und 1.200 Finanzinstitute und verwaltet etwa 1,7 Billionen Dollar an Brokerage- und Beratungsvermögen für 6 Millionen Amerikaner.
- Acquisition of advisors managing $345 million in assets strengthens LPL's market presence
- Expansion of client base through established wealth management team
- Current total assets under management of $1.7 trillion demonstrates significant market position
- None.
Insights
This strategic advisor acquisition underscores LPL Financial's continued momentum in attracting high-value practices, with Jackson/Roskelley Wealth Advisors bringing
The transition highlights several key industry dynamics:
- The growing trend of advisors seeking true independence and moving away from firms with proprietary product constraints
- The increasing importance of integrated technology platforms as a competitive differentiator in advisor recruitment
- LPL's strategic positioning as a technology-forward platform that appeals to entrepreneurial advisors
For investors, this recruitment success demonstrates LPL's continued ability to execute its growth strategy through advisor acquisition. The company's focus on providing integrated technology solutions and maintaining an open architecture platform positions it well in the ongoing competition for advisor talent. While individual practice acquisitions may seem incremental, the cumulative effect of these additions contributes to LPL's market share expansion and recurring revenue growth.
SAN DIEGO, Feb. 06, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP®, and Kyle Robertson, CFP®, of Jackson/Roskelley Wealth Advisors have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately
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® 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.
“We offer investment strategies, financial planning and goals-based advice to help clients feel more confident about their financial future,” said Roskelley, who learned early on about the complexities of finance from his father, a tax and insurance specialist. “We 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.”
Looking to get back to their true independent roots, the advisors turned to LPL for the next chapter of their business.
“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.”
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’s parent-teacher organization and athletic committee while also coaching multiple youth sports leagues.
Scott Posner, LPL Executive Vice President, Business Development, said, “We 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.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As 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
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. Jackson/Roskelley Wealth Advisors and LPL are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated as reported to LPL
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