Jason Roberts Email & Phone Number
Chief Executive Officer | Founder @ Pension Resource Institute, LLC
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Jason Roberts Location
- Encinitas, CA, US
Jason Roberts Work
- 2010 -now Chief Executive Officer | Founder @
- 2011 -now Managing Partner | Strategist | Translator | Problem-Solver @
- 2021 -now Managing Partner | Operational Fiduciary | Coverage Gap Closer @
- 2009 -2010 Partner and Co-Chair of Financial Services Practice @
- 2004 -2008 Head of the ERISA Plan and Investment Fiduciary Group @
- 2002 -2002 Summer Associate @
- 2001 -2001 Judicial Extern - Hon. Saundra Brown Armstrong @
- 1999 -2001 Senior Travel Director @
- 1998 -1998 Summer Intern @
Jason Roberts Education
- University of California, Los Angeles - School of Law
Doctor of Law (JD) (Securities Law, Securities Regulation, Administrative Law, ERISA, Litigation and Negotiation)
2001-2004 - University of Missouri-Columbia
BSBA (Finance and Banking)
1994-1998
Jason Roberts Skills
- ERISA
- FINRA
- 401k
- Investments
- Retirement
- Employee Benefits
- Pensions
- Securities Law
- Compliance
- Securities
- Financial Planning
- Investment Advisory
- Asset Management
- Due Diligence
- Risk Management
- Wealth Management
- Retirement Planning
- Financial Advisory
- Securities Regulation
- Strategic Financial Planning
- Retirement Plan Consulting
- Asset Managment
- Profit Sharing
- Financial Services
- Series 24
- Asset Allocation
- Finance
- Investment Management
- Qualified Retirement Plans
- Alternative Investments
- 401(k) Retirement Savings Plans
- Insurance
- Fiduciary
- Series 63
- Pension Funds
- Wealth Management Services
- Defined Benefit
- Mutual Funds
- Series 7
- Strategy
- Legal Compliance
- Trusts
- Banking
- Consulting
- Mergers & Acquisitions
- Mergers and Acquisitions
- 401 Retirement Savings Plans
Jason Roberts Summary
- Jason Roberts, based in Encinitas, CA, US, is currently a Chief Executive Officer | Founder at Pension Resource Institute. Jason Roberts brings experience from previous roles at Fiduciary Law Center, Group Plan Systems, LLC, Faegre Drinker and Freeman Mathis & Gary, LLP. Jason Roberts holds a 2001 - 2004 Doctor of Law (JD) in Securities Law, Securities Regulation, Administrative Law, ERISA, Litigation and Negotiation @ University of California, Los Angeles - School of Law. With a robust skill set that includes ERISA, FINRA, 401k, Investments, Retirement and more. Jason Roberts has 5 emails and 3 mobile phone numbers on RocketReach.
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