Jared Roskelley

President and CEO Jackson/Roskelley Wealth Advisors

Role
President and CEO at Jackson Roskelley Wealth Advisors
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. President and CEO

    Jackson Roskelley Wealth Advisors

    Oct 2011 — Present · Scottsdale, AZ, US

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

Skills

  • Business Planning
  • Personal Tax Planning
  • Social Security
  • Retirement
  • Estate Tax Planning
  • Finra Licensed 7, 24, 63, and 65/66
  • Insurance Licensed - Life, Disability, Long Term Care

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