Jason Roberts Financial Advisor in Carmel, IN 46032

Jason is a Financial Advisor with 13 years of experience currently serving the Greater Indianapolis, Indiana market. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Jason customizes easy to understand financial plans to help meet the needs of individuals and their families.

Prior to joining the BMO Investment Services team, Jason was Vice President of Investments, and a Financial Advisor at JP Morgan Chase. He received his Bachelor of Arts degree in Biology from IUPUI in Indianapolis, and his MBA from Indiana Wesleyan University in Marion, Indiana. Jason holds series 6, 7, 63, and 65 licenses, held through LPL Financial along with his life, health, and annuities insurance licenses.

Jason lives in Wesfield with his wife and two sons. He is a member of the Phi Kappa Psi fraternity. Jason relaxes by listening to music and watching sports. He plays soccer on a recreational indoor soccer team and coaches his son’s travel soccer team Dynamo FC.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management