Jared Roskelley, a CFP® professional, became interested in financial planning at a young age. “My father was a tax and insurance specialist who became one of the first CFP® professionals, and he began to show me the ropes in high school,” he says. “I learned how complicated money can be for a family and witnessed how having a trusted professional can make an incredible difference.” He went on to earn a bachelor of science degree in finance (with honors) from Arizona State University – and the rest is history.
Jared takes a holistic approach with his clients, getting to know not just their finances, but also their family and professional dynamics. As a fiduciary advisor, he asks a lot of questions to understand how financial decisions today may impact a client’s life for generations to come.
His way of doing business has earned him recognition in the industry – he was named a Forbes Best-in-State Wealth Advisor* in 2021 and 2022.
Jared works with clients from a wide range of professions and careers with the common thread being they are looking for more than just investment advice. Each client has unique questions regarding taxes, when to claim Social Security, stock options, investments etc…. and Jared and his team ask a lot of questions to come up with answers that make sense.
An Arizona native, Jared makes giving back to the community a priority. He volunteered with the Boy Scouts of America from 2000-2019 and was honored with admission to the Scoutmaster Hall of Fame. He served as director of programming for the Financial Planning Association of Greater Phoenix from 2006 to 2008, and has been quoted in Businessweek, Barron’s, The Wall Street Journal and Forbes.
He and his wife, Karlie, live just a few miles away from Jared’s home neighborhood. They have two children, Samuel (“Sam”) and Gabriella (“Ella”). “Needless to say, we don’t yell our kids’ names in restaurants,” Jared says. Aside from spending quality time with family, Jared enjoys outdoor pursuits including mountain biking, skiing and camping.
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 34,925 nominations, more than 6,550 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.
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