Team move
Jared B. Roskelley
Ameriprise → LPL Financial
What changed
Later left Ameriprise to join LPL Financial, according to the LPL complaint.
- Reported / discovered
- Sep 22, 2026
- Effective
- Not reported
- New role
- Advisor
- Previous role
- Not reported
- Market
- Not reported
- Reported book
- Not disclosed
- Reported team size
- 3 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
Financial Planning ↗Sep 22, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled