J.K. Roberts has worked in the investment and finance field since 2003. He is both a Certified Financial Planner™ certificate holder and a Chartered Retirement Planning Counselor℠. He earned a Master in Business Administration and a Bachelor of Science in business management. He currently holds an Arizona Life, Accident and Health or Sickness insurance license and the IRS Preparer Tax Identification number required to complete client tax returns. He works as an independent financial advisor as a Arizona Registered Investment Advisor. In the past, he held several Financial Industry Regulatory Authority and National Association of Securities Dealers investment securities licenses.
He has worked with high net worth clients for The Vanguard Group and Ameriprise Financial. While at Merrill Lynch, he created financial plans for hundreds of clients. He has also worked with Jackson Hewitt and the Arizona Department of Revenue during the tax season. Mr. Roberts spends his free time volunteering his financial expertise for various organizations. He has served as Treasurer for several non-profit organizations, including his daughter's Parent Teacher Association, his downtown Phoenix historic district, and several political campaigns. He has also taught financial literacy for charity organizations and offered his tax expertise to help low income families who filed through the IRS Volunteer Tax Assistance and Tax Counseling for the Elderly program.
J.K. Roberts, CFP®, CRPC®
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
If you would like to know more about my work history, education, and expertise, feel free to review my disclosure statement. Every financial advisor is required to provide a Form ADV prior do doing business with a client. Mine is available for everyone to review at any time.