Jared Roskelley, Cfp®
AeroLeads people directory · profile

Jared Roskelley, Cfp® Email & Phone Number

President and CEO at Jackson Roskelley Wealth Advisors
Location: Scottsdale, Arizona, United States 7 work roles 2 schools
4 work emails found @jfawealth.com 1 phone found area 480 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 4 work emails · 1 phone

Work email j****@jfawealth.com
Direct phone (480) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Jackson Roskelley Wealth Advisors
Role
President and CEO
Location
Scottsdale, Arizona, United States
Company size
9 employees

Who is Jared Roskelley, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jared Roskelley, Cfp® is listed as President and CEO at Jackson Roskelley Wealth Advisors, a with 9 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at jfawealth.com, phone signal with area code 480, and a matched LinkedIn profile for Jared Roskelley, Cfp®.

Jared Roskelley, Cfp® previously worked as Managing Director at Jackson Roskelley Wealth Advisors-Private Wealth Advisory Practice Ameriprise Financial Services and President & Director Financial Planning at Jackson/Roskelley Wealth Advisors, Inc.. Jared Roskelley, Cfp® holds Financial Planning For Individuals, Families, And Businesses from Certified Financial Planner Board Of Standards, Inc..

Company email context

Email format at Jackson Roskelley Wealth Advisors

This section adds company-level context without repeating Jared Roskelley, Cfp®'s masked contact details.

{first}@jfawealth.com
95% confidence

AeroLeads found 4 current-domain work email signals for Jared Roskelley, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Jared Roskelley, Cfp®

Jared Roskelley, Cfp® is a President and CEO at Jackson Roskelley Wealth Advisors. He possess expertise in retirement, personal tax planning, estate tax planning, social security, business planning. He is proficient in Spanish.

Listed skills include Retirement, Personal Tax Planning, Estate Tax Planning, Social Security, and 1 others.

Current workplace

Jared Roskelley, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Jackson Roskelley Wealth Advisors
Jackson Roskelley Wealth Advisors
President and CEO
Scottsdale, AZ, US
Website
jfawealth.com
Employees
9
AeroLeads page
Company profile
View company profile Email format
7 roles · 20 years

Jared Roskelley, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Jackson Roskelley Wealth Advisors-Private Wealth Advisory Practice Ameriprise Financial Services

Scottsdale, Arizona, United States

Oct 2023 - Present

President & Director Financial Planning

Current
Jackson/Roskelley Wealth Advisors, Inc.

Scottsdale, Az

CERTIFIED FINANCIAL PLANNER™, RJFS Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Jackson/Roskelley Wealth Advisors and Raymond James Financial Services Advisors, Inc. Jackson/Roskelley Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info”… Show more CERTIFIED FINANCIAL PLANNER™, RJFS Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Jackson/Roskelley Wealth Advisors and Raymond James Financial Services Advisors, Inc. Jackson/Roskelley Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.""Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Jackson/Roskelley Wealth Advisors and Raymond James Financial Services Advisors, Inc. Jackson/Roskelley Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section." **Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S. Show less

Oct 2006 - Present

Senior Vice President - Director Of Financial Planning

Jackson Financial Advisors, Inc.

Scottsdale, Az

• Oversee development and implementation of all financial planning and investment strategies for 200+ clients and over $100 million portfolio.• Integrate the management of investment functions with a client’s estate, tax, and charitable strategies

Oct 2006 - Oct 2011

Senior Advisor

Self Employed - Certified Financial Planner™ Professional

Scottsdale, Az

Certified Financial Planner Professional working with individuals and business owners create financial plans and investment strategies. Worked on a fee-basis to develop and implement plans.

Mar 2003 - Oct 2006

Vice-President

Cornerstone Financial Planning, Inc

Tempe, Az

Aug 1998 - Mar 2003
Team & coworkers

Colleagues at Jackson Roskelley Wealth Advisors

Other employees you can reach at jfawealth.com. View company contacts for 9 employees →

JB Jim Baer Jim Baer Colleague at Jackson Roskelley Wealth AdvisorsScottsdale, Arizona, United States View → RJ Robert Jackson Robert Jackson Colleague at Jackson Roskelley Wealth AdvisorsScottsdale, Arizona, United States View → JK Joseph Kabaki, Cfp® Joseph Kabaki, Cfp® Colleague at Jackson Roskelley Wealth AdvisorsScottsdale, Arizona, United States View → JH Jackson H. Jackson H. Colleague at Jackson Roskelley Wealth AdvisorsGilbert, Arizona, United States View → NC Nita Coin Nita Coin Colleague at Jackson Roskelley Wealth AdvisorsMesa, Arizona, United States View →
2 education records

Jared Roskelley, Cfp® education

Financial Planning For Individuals, Families, And Businesses

Certified Financial Planner Board Of Standards, Inc.

Completed certificate course in January 2003 and was awarded rights to use CFP marks.

FAQ

Frequently asked questions about Jared Roskelley, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jared Roskelley, Cfp® work for?

Jared Roskelley, Cfp® works for Jackson Roskelley Wealth Advisors.

What is Jared Roskelley, Cfp®'s role at Jackson Roskelley Wealth Advisors?

Jared Roskelley, Cfp® is listed as President and CEO at Jackson Roskelley Wealth Advisors.

What is Jared Roskelley, Cfp®'s email address?

AeroLeads has found 4 work email signals at @jfawealth.com for Jared Roskelley, Cfp® at Jackson Roskelley Wealth Advisors.

What is Jared Roskelley, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 480 for Jared Roskelley, Cfp® at Jackson Roskelley Wealth Advisors.

Where is Jared Roskelley, Cfp® based?

Jared Roskelley, Cfp® is based in Scottsdale, Arizona, United States while working with Jackson Roskelley Wealth Advisors.

What companies has Jared Roskelley, Cfp® worked for?

Jared Roskelley, Cfp® has worked for Jackson Roskelley Wealth Advisors, Jackson Roskelley Wealth Advisors-Private Wealth Advisory Practice Ameriprise Financial Services, Jackson/Roskelley Wealth Advisors, Inc., Jackson Financial Advisors, Inc., and Cambridge Investment Research.

Who are Jared Roskelley, Cfp®'s colleagues at Jackson Roskelley Wealth Advisors?

Jared Roskelley, Cfp®'s colleagues at Jackson Roskelley Wealth Advisors include Jim Baer, Robert Jackson, Joseph Kabaki, Cfp®, Jackson H., and Nita Coin.

How can I contact Jared Roskelley, Cfp®?

You can use AeroLeads to view verified contact signals for Jared Roskelley, Cfp® at Jackson Roskelley Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jared Roskelley, Cfp® attend?

Jared Roskelley, Cfp® holds Financial Planning For Individuals, Families, And Businesses from Certified Financial Planner Board Of Standards, Inc..

What skills is Jared Roskelley, Cfp® known for?

Jared Roskelley, Cfp® is listed with skills including Retirement, Personal Tax Planning, Estate Tax Planning, Social Security, and Business Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.