LPL Recruits $345M Arizona Team From Ameriprise

LPL Financial announced that Scottsdale, AZ-based RIA Jackson/Roskelley Wealth Advisors, which reportedly manages $345M in client assets, has joined the firm’s broker-dealer, RIA, and custodial platforms from Ameriprise.

Founded in 1994 by Robert “Bob” Jackson, Jackson/Roskelley Wealth Advisors provides its clients with comprehensive retirement planning strategies, tax planning, executive compensation, and benefits planning. Jackson recruited Jared Roskelley to the firm in 2006, with Roskelley ascending to president and CEO in 2011. They are joined in the move to LPL by Kyle Robertson, who has been part of Jackson/Roskelley since 2018, having previously worked as an advisor with Cambridge Investment Research and Charles Schwab.

Jackson/Roskelley Wealth Advisors is the most recent LPL recruit in Arizona, following Glendale-based $250M Argosy Financial, as reported by Dakota on December 3, 2024.

Written By: Dakota

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