Adviser and broker representative · Ameriprise Financial Services, LLC
Jared Roaten
CRD 4151120 · Crestview Hills, KY
At a glance
Jared Roaten is an investment adviser representative with Ameriprise Financial Services, LLC in Crestview Hills, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jared’s SEC record dates to 2004, about 22 years ago. Jared is also registered as a broker representative.
Current advisory firms
- Ameriprise Financial Services, LLCSince October 2026Crestview Hills, KY · $660B in regulatory assets
- LPL Enterprise, LLCSince June 2025Arlington, TN · $25B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jared’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 7 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.