Jarret T Roberts
Investment adviser representative at Alight Financial Advisors, LLC
13 yearsExperience
1 stateRegistered in
$35.1BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Alight Financial Advisors, LLCMay 2022 to now
- Alight Financial SolutionsApr 2022 to now
- UnemployedJul 2021 to Apr 2022
- Transamerica Investors Securities CorporationMay 2017 to Jul 2021
- Transamerica Investors Securities CorporationMay 2013 to Dec 2016
- Transamerica Retirement SolutionsApr 2013 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
Alight Financial Advisors, LLC
$35.1BAssets managed
195,957Clients
65Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6187122
- Firm CRD
- 158744