Independent insight For your financial future
What does success mean to you?
At Jackson/Roskelley Wealth Advisors, an independent and fee-based practice, we believe that asking thoughtful questions like this one can lead to thoughtful financial plans. We want to get to know your definition of a life well lived. After all, you’re unlike anyone else.
Here, you won’t find one-size-fits-all strategies or cookie cutter advice. Instead, we design custom financial plans that integrate each point where your money and your life intersect, balancing investment, insurance, estate and tax planning decisions. Our principles date back to 1994, when our founder Bob Jackson began his mission to provide objective financial guidance to individuals and families.
This approach has earned recognition – most recently in 2021, JRWA President Jared Roskelley was named a Forbes Best-in-State Wealth Advisor.* He leads a team with a combined 120 years of industry experience and advanced designations such as Accredited Investment Fiduciary®, Chartered Financial Consultant® and Chartered Life Underwriter®, as well as Certified Financial Planner™ certification. This knowledge, combined with a tested process and responsive service, has helped us build lasting client relationships.
As a team, we’re here to help manage your money well – and through great questions and engaging dialogue, help you enjoy your life thoroughly.
President and Director of Financial Planning, JRWA Certified Financial Planner™ Professional
Branch Manager, RJFS
Vice President, JRWA Branch Professional, RJFS
Certified Financial Planner™ Professional
Vice President, JRWA Certified Financial Planner™ Professional
Financial Advisor, RJFS
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.
*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.