Mr. Jesse Sievers is the newest addition to the team at Jackson/Roskelley Wealth Advisors, fulfilling the role of Registered Client Associate. Sievers started his financial career in retirement services at Charles Schwab where he worked directly with clients to identify their financial objectives and provide consultative insight on the markets and investment practices. During his time at Charles Schwab, Sievers obtained his series 7 and 66 registrations to perform as a registered broker. Sievers graduated Magna Cum Laude from Grand Canyon University with a Bachelor's of Science in Finance and Economics. While in school, he was the financial analyst for GCU's Canyon Angel Investor group which included over 50 angel investors.
In his personal time, Sievers enjoys riding Motocross and BMX. These hobbies have taught him an action sport's approach to persevering through obstacles. He uses this athletic approach to motivate others to achieve their financial goals and to rise above challenges when presented with them. Within the financial sector, Sievers is passionate about helping people afford the life they enjoy, not just today but also tomorrow. Sievers leverages his exceptional intrapersonal communication skills to provide his clients with a positive and insightful interaction, every time. Overall, Sievers has an infectious enthusiasm for creating relationships with his clients and providing them the highest level of service that we at Jackson/Roskelley are excited to share with our members.
Jesse’s role with Jackson/Roskelley Wealth Advisors will fulfill operational responsibilities including first point of contact for our clients, transferring funds, trading, and any client account inquiries that may arise.
We are excited to have Jesse join our team!