In 1994, Bob saw a need to help people access quality, independent investment advice, and set about building a practice that continues that mission today, nearly three decades on, as Jackson/Roskelley Wealth Advisors.
The Iowa native’s path to a storied financial services career began after graduating from Arizona State University. Finance degree in hand, he was drawn to banking as a profession and found success, even forming and selling a number of community banks in Arizona. However, he discovered that the customers at the bank did not have ready access to financial planning resources. That discovery led him to establish a registered investment advisory firm to work with community banks to deliver financial advice and guidance. That firm, Banker’s Financial Services, evolved to become Jackson Financial Advisors and later Jackson/Roskelley Wealth Advisors.
“Since day one, Bob’s vision was to always be independent, to always put clients’ interests first,” says Jared Roskelley, who met Bob in class while they were studying for CFP® certification, and later became a partner in the practice. “We continue the mission of providing great financial planning advice and helping investors understand the moving parts of their financial lives.”
Though the practice has evolved and grown throughout the years and Bob has since retired, his founding principles of integrity, insight and independence continue to guide its path forward.
Bob Jackson is not affiliated Raymond James.
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.