Jarrod Steven Means
Investment adviser representative at Alight Financial Advisors, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Alight Financial Advisors, LLCMar 2022 to now
- Alight Financial Solutions LLCFeb 2022 to now
- Ameriprise Financial Services IncJan 2020 to Feb 2022
- University of Texas Rio Grande ValleyJun 2018 to Dec 2019
- South Texas CollegeJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7217654
- Firm CRD
- 158744