Jared Roskelley is a high-skilled professional, who works in Cambridge Investment Research, Inc main office of which is in 1305. on the position of Registered Representative since 2007. Jared gained professional experience in more than six positions at various companies. Jared Roskelley went to the College For Financial Planning and was studying there from 2002 to 2003. This professional has such qualifications as Certified Financial Planner™ Professional, License 086164, and Cfp Board of Standards, License 086164. Phoenix, Arizona is the city, where this person was lastly known to be living. This expert's email address and number are accessed through Connexy by request.
Name variants:
Jerry Roskelley
Contact Information
Last Update
Jun 25, 2022
Email
jr**@hotmail.com, ja**@jfawealth.com, jr**@cox.net
Location
Phoenix, AZ
Workplace
Registered Representative
Fairfield, IA
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Registered Representative
1776 Pleasant Plain Rd, Fairfield, IA 52556
2007 — Apr 2016
Senior Vice President - Director of Financial Planning
9590 east Ironwood Square Dr SUITE 110, Scottsdale, AZ 85258
Oversee development and implementation of all financial planning and investment strategies for 200+ clients and over $100 million portfolio.
Integrate the management of investment function...
Oct 2006 — Oct 2011
Partner
9590 east Ironwood Square Dr SUITE 110, Scottsdale, AZ 85258
Jackson/Roskelley Wealth Advisors, Inc. is a comprehensive financial advisory firm. Unlike a broker, insurance dealer or any financial specialists, we keep an eye on the whole picture, helpi...
from Dec 2004
President
Lighthouse Wealth Strategies helps investment advisory and financial planning firms improve their business by focusing on client service. We consult with firms the increase revenue, systemat...
from Jan 2003
Education
2002 — 2003
Occupations
Executive
Chairperson
Director
Representative
Accountant
Finance and Accounting Specialist
Senior Vice President
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Vice President
Skills
Retirement
Personal Tax Planning
Estate Tax Planning
Social Security
Business Planning
FAQs about Jared Roskelley
What's the main profession of Jared Roskelley?
Jared Roskelley is a Registered Representative.
What jobs is Jared proficient at at?
Jared Roskelley is proficient at Executive and Chairperson jobs.
Where is Jared Roskelley currently located?
The expert is located in Phoenix, Arizona.
What is Jared Roskelley's email?
The professional's email is jr**@hotmail.com and ja**@jfawealth.com.
Where did Jared Roskelley work?
The expert worked at Cambridge Investment Research, Inc., Jackson/Roskelley Wealth Advisors, Inc..
Where has Jared Roskelley studied?
Jared studied at the College For Financial Planning from 2002 to 2003.
What are the certifications of Jared Roskelley?
This expert received the following certifications: Certified Financial Planner™ Professional, License 086164, and Cfp Board of Standards, License 086164.
What languages does Jared Roskelley speak?
Jared Roskelley speaks English and Spanish.