Jared B. Roskelley,  CFP<sup>&reg;</sup> - Financial Advisor

Jared B. Roskelley, CFP®

Jackson/Roskelley Wealth Advisors, Inc

9590 E Ironwood Square Dr, Ste 110
Scottsdale, AZ 85258
FINANCIAL ADVISOR'S WEBSITE
(480) 609-1055

General

Jared Roskelley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jackson/Roskelley Wealth Advisors, Inc in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AZ, WA
  • Health/disability insurance: AZ, WA
  • Fixed annuities: AZ, WA
  • Variable annuities: AZ, WA

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Jackson/Roskelley Wealth Advisors Is not a registered broker/dealer and is independent of Ramyond James Financial Services. Securities are offered through Raymond James FInancial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Jackson/Roskelley Wealth Advisors, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Estate Planning, Investment Management, Real Estate, Insurance, Retirement

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