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
- Chief Executive Officer | Founder @ (December 2010 - Present)
- Managing Partner | Strategist | Translator | Problem-Solver @ (January 2011 - Present)
- Managing Partner | Operational Fiduciary | Coverage Gap Closer @ (November 2021 - Present)
- Partner and Co-Chair of Financial Services Practice @ (January 2009 - December 2010)
- Head of the ERISA Plan and Investment Fiduciary Group @ (January 2004 - January 2008)
- Summer Associate @ (May 2002 - August 2002)
- Judicial Extern - Hon. Saundra Brown Armstrong @ (May 2001 - September 2001)
- Senior Travel Director @ (January 1999 - January 2001)
- Summer Intern @ (May 1998 - August 1998)
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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