Jared Roskelley Email & Phone Number
President and CEO @ Jackson/Roskelley Wealth Advisors, Inc.
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Jared Roskelley Location
- Scottsdale, AZ, US
Jared Roskelley Work
- 2011 -now President and CEO @
- 2006 -2025 President and Director Financial Planning @
- 2006 -2011 Senior Vice President - Director of Financial Planning @
- 2023 -2025 Managing Director @ Jackson Roskelley Wealth Advisors-Private wealth advisory practice Ameriprise Fi
- 2007 -2016 Registered Representative @
- 2003 -2006 Senior Advisor @ Self Employed - CERTIFIED FINANCIAL PLANNER™ professional
- 1998 -2003 Vice-President @ Cornerstone Financial Planning, Inc
Jared Roskelley Education
- Certified Financial Planner Board of Standards, Inc.
(Financial Planning for individuals, families, and businesses)
2002-2003 - W. P. Carey School of Business – Arizona State University
Bachelor of Science (B.S.) (Finance)
1999-2001
Jared Roskelley Skills
- Retirement
- Personal Tax Planning
- Estate Tax Planning
- Social Security
- Business Planning
- FINRA licensed 7, 24, 63, and 65/66
- Insurance Licensed - Life, Disability, Long Term Care
- Project Management
- Finance
- Disability
- BLS
- Long Term Care
- Insurance Licensed
- 65/66
- Finra Licensed 7
- Life
- Strategic Planning
Jared Roskelley Summary
- Jared Roskelley, based in Scottsdale, AZ, US, is currently a President and CEO at Jackson Roskelley Wealth Advisors. Jared Roskelley brings experience from previous roles at Jackson Roskelley Wealth Advisors, Jackson Roskelley Wealth Advisors-Private wealth advisory practice Ameriprise Fi and Cambridge Investment Research. Jared Roskelley holds a 2002 - 2003 Certified Financial Planner Board of Standards, Inc.. With a robust skill set that includes Retirement, Personal Tax Planning, Estate Tax Planning, Social Security, Business Planning and more. Jared Roskelley has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Jackson/Roskelley Wealth Advisors, Inc. Employees
Jared Roskelley
President and CEO
Scottsdale, AZ, US
Jim Baer
FINANCIAL PLANNER
Scottsdale, AZ, US
Kyle Robertson
Senior Wealth Advisor and Managing Director
Phoenix, AZ, US
Robert Jackson
Founder and CEO
Scottsdale, AZ, US
Matthew Tinyo
VP, Client Relations
Scottsdale, AZ, US
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