LPL Financial (LPLA) announced that financial advisors Jared Roskelley and Kyle Robertson of Jackson/Roskelley Wealth Advisors have joined LPL Financial’s broker-dealer, Registered Investment Advisor 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 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.
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