Mr. Jason K. Roberts, CFP®
Year CFP® Certification Received: 2011
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Specialties: Investment Planning, Retirement Planning, Risk Management, Small Business Planning, Socially Responsible Investments, Tax Planning
Typical Client Profile
Average Net Worth: $100,001 - $250,000
Average Income: $100,001 - $250,000
Average Age: 45-54, Generation Y, 35-44, Generation X, Baby Boomers, 25-34, 55-64, Millennial Generation
Profession: Not Applicable
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