Building Bridges with New Advisors at LPL Financial
LPL Financial LLC recently expanded its network by welcoming financial advisors Jared Roskelley, CFP®, and Kyle Robertson, CFP®, from Jackson/Roskelley Wealth Advisors. This collaboration marks a significant milestone for both the advisors and LPL, facilitating the management of approximately $345 million in various advisory, brokerage, and retirement accounts.
Foundations of Jackson/Roskelley Wealth Advisors
The roots of Jackson/Roskelley Wealth Advisors trace back to Scottsdale, Arizona, where the firm was founded based on key principles of integrity and independence. Established in 1994 by Bob Jackson, the firm has seen its evolution as Roskelley joined as a shareholder in 2006 following their friendship during a CFP® certification course. As of now, Roskelley serves as president and CEO, showcasing a smooth transition and forward momentum as Jackson enjoys his well-earned retirement.
The Philosophy Behind Their Practice
The team offers tailored investment strategies and financial planning designed to empower clients, helping them navigate their financial futures with confidence. Roskelley emphasizes the importance of a comprehensive approach that interlinks investments, risk tolerance, estate planning, and tax strategies to create personalized plans for each client, reflecting a deep commitment to individual clients' well-being.
Emphasizing Independence in Financial Advisory
In pursuit of returning to their independent roots, Roskelley and Robertson chose to partner with LPL Financial, aligning their values of independence and entrepreneurship. "With LPL, we gain greater control over our path and the opportunity to prioritize our clients' best interests,” Roskelley shares, highlighting LPL’s non-proprietary investment philosophy, which allows advisors to act freely and ethically.
A Commitment to Technological Excellence
Another appealing aspect of joining LPL is the state-of-the-art technology that allows clients easy access to their information all in one place. As technology evolves, LPL ensures its advisors have the tools necessary to provide efficient and effective service to their clients, ultimately enhancing client experience and engagement.
Community Engagement As a Core Value
Both Roskelley and Robertson believe in giving back to the community. Roskelley's involvement includes recognition as a Scoutmaster in the Boy Scouts of America, while previously leading efforts at the Financial Planning Association of Greater Phoenix. Robertson contributes by presiding over his school’s parent-teacher organization and coaching youth sports leagues, showcasing their dedication to molding future generations.
Support from LPL Financial Leadership
Scott Posner, Executive Vice President of Business Development at LPL, welcomed the new advisors into the fold, emphasizing LPL’s commitment to providing strategic resources and innovative tools to support advisors in their practices. This alliance promises to fostering mutual growth and lasting relationships between clients and advisors.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) stands as one of the premier wealth management firms in the United States. With a significant presence in the financial advisor sector, LPL supports over 29,000 financial advisors alongside the wealth management practices of 1,200 financial institutions, managing around $1.7 trillion in various advisory and brokerage assets. Offering diverse business models and robust technological resources, LPL is committed to the success of its advisors and their respective clients.
Frequently Asked Questions
Who are the new advisors joining LPL Financial?
The new advisors are Jared Roskelley and Kyle Robertson from Jackson/Roskelley Wealth Advisors.
What is the total advisory value managed by Jackson/Roskelley Wealth Advisors?
They manage approximately $345 million in advisory, brokerage, and retirement plan assets.
What core principles does Jackson/Roskelley Wealth Advisors emphasize?
They operate on principles of integrity, insight, and independence.
What does LPL Financial offer to its advisors?
LPL provides a variety of services, including access to innovative technology and strategic resources for business management.
How do advisors at LPL Financial engage with their communities?
The advisors are actively involved in community service, coaching youth sports, and contributing to educational organizations.
