Jared Roskelley (CRD# 3139812) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry. Jared Roskelley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Scottsdale, AZ | Oct 2023 - Current | < 1 |
| Summit Path Insights, Inc. | Scottsdale, AZ | Jan 2023 - Oct 2023 | < 1 |
| Orange House Rental | Mesa, AZ | Mar 2019 - Oct 2023 | 4 |
| Greenbrier Investments, LLC | Scottsdale, AZ | Nov 2018 - Oct 2023 | 4 |
| Raymond James Financial Services Advisors Inc. | Scottsdale, AZ | May 2016 - Oct 2023 | 7 |
| Raymond James Financial Services, Inc. | Scottsdale, AZ | Apr 2016 - Oct 2023 | 7 |
| Jackson Roskelley Wealth Advisors, Inc. | Scottsdale, AZ | Feb 2007 - Oct 2023 | 16 |
| Continuity Partners Group, LLC | Scottsdale, AZ | Jan 2010 - Apr 2018 | 8 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2007 - Apr 2016 | 9 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2006 - Apr 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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