Jackson Roskelley Wealth Advisors, Inc.

Jackson Roskelley Wealth Advisors, Inc. (CRD# 116530) is a financial advisory firm headquartered in Scottsdale, AZ. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Jackson Roskelley Wealth Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Michael C. Cupell
CRD#: 1573130
9590 E. Ironwood Square Drive, Suite 110, Scottsdale, AZ 85258
96
Wealthminder
score

Michael Cupell (CRD# 1573130) is an Investment Advisor Representative working at Jackson Roskelley Wealth Advisors, Inc. in Scottsdale, AZ and has over 31 years of experience in the finance industry.

2
Darin R. Shebesta
CRD#: 5480912
9590 E. Ironwood Square Drive, Suite 110, Scottsdale, AZ 85258
96
Wealthminder
score

Darin Shebesta (CRD# 5480912) is an Investment Advisor Representative working at Jackson Roskelley Wealth Advisors, Inc. in Scottsdale, AZ and has over 9 years of experience in the finance industry. Darin Shebesta 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.

3
Gregory K. Stark
CRD#: 2238747
9590 E. Ironwood Square Dr., Ste.110, Scottsdale, AZ 85258
96
Wealthminder
score

Gregory Stark (CRD# 2238747) is an Investment Advisor Representative working at Jackson Roskelley Wealth Advisors, Inc. in Scottsdale, AZ and has over 16 years of experience in the finance industry. Gregory Stark 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.

4
Barbara J. Sutton
CRD#: 1060116
8767 E. Via De Ventura, Suite 301, Scottsdale, AZ 85258
96
Wealthminder
score

Barbara Sutton (CRD# 1060116) is an Investment Advisor Representative working at Jackson Roskelley Wealth Advisors, Inc. in Scottsdale, AZ and has over 34 years of experience in the finance industry.

5
Debra S. Brough
CRD#: 1400106
9590 E. Ironwood Square Drive, Suite 110, Scottsdale, AZ 85258
93
Wealthminder
score

Debra Brough (CRD# 1400106) is an Investment Advisor Representative working at Jackson Roskelley Wealth Advisors, Inc. in Scottsdale, AZ and has over 21 years of experience in the finance industry.

6
Scott H. Miller
CRD#: 4273882
9590 E. Ironwood Square Drive, Suite 110, Scottsdale, AZ 85258
93
Wealthminder
score

Scott Miller (CRD# 4273882) is an Investment Advisor Representative working at Jackson Roskelley Wealth Advisors, Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.

7
Robert L. Jackson
CRD#: 2272640
9590 E. Ironwood Square Drive, Suite 110, Scottsdale, AZ 85258
86
Wealthminder
score

Robert Jackson (CRD# 2272640) is an Investment Advisor Representative working at Jackson Roskelley Wealth Advisors, Inc. in Scottsdale, AZ and has over 25 years of experience in the finance industry.

8
Conrad A. Roskelley
CRD#: 404841
Chandler, AZ
83
Wealthminder
score

Conrad Roskelley (CRD# 404841) is an Investment Advisor Representative working at Jackson Roskelley Wealth Advisors, Inc. in Chandler, AZ and has over 28 years of experience in the finance industry.

9
Jared B. Roskelley
CRD#: 3139812
9590 E. Ironwood Square Dr., Suite 110, Scottsdale, AZ 85258
41
Wealthminder
score

Jared Roskelley (CRD# 3139812) is an Investment Advisor Representative working at Jackson Roskelley Wealth Advisors, Inc. in Scottsdale, AZ and has over 18 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.