Robert L. Jackson
Robert L. Jackson, CFP® Chairman & Founder
"The best way to get something done is to begin."
Advisors

Robert L. Jackson, CFP® Chairman & Founder, Jackson/Roskelley Wealth Advisors.
CERTIFIED FINANCIAL PLANNER™, professional

Bob Jackson, Chairman and Founder of Jackson/Roskelley Wealth Advisors, Inc has more than forty years experience in financial services. His career started out in banking after graduating from Arizona State University with a degree in Finance. He served in numerous capacities with a major bank and then after 10 years he started a new bank as a founding board member and chairman of the board’s loan committee. Several years later he sold to a larger bank. Bob has experience working in commercial real estate, development/management, construction, appraisal, hotel and business ownership.

In 1991 he decided to use his extensive financial and business experience in helping others and started working with a large investment brokerage firm advancing to branch manager in Scottsdale. That experience caused him to dedicate the rest of his career to starting an independent financial planning and investment firm that specializes in helping people make good financial decisions while putting his clients best interests first - not brokering transactions. Jackson Financial Advisors was born in 1994 and has been helping families reach their financial goals ever since. Bob’s passion is helping people reach their lifetime goals.

While being involved in the community through organizations like Rotary, Scottsdale Healthcare, Scottsdale Ranch Community Association board and treasurer and past board member of YMCA, he maintains an active lifestyle with his wife Jacque’ who is a former culinary arts instructor and chef. Bob and Jacque enjoy their grandchildren, traveling, tennis, billiards, hiking, history and fine dining.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Contact Jackson/Roskelley Wealth Advisors, Inc. We respond to all inquiries within 48 hours.

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