Jackson Roskelley Wealth Advisors, Inc

CRD#116530
Investment Advisor Firm

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Overview

Jackson Roskelley Wealth Advisors, Inc is an advisory company located in Scottsdale, Arizona. The company has a small group of 13 employees, eleven of whom are financial advisors. Jackson Roskelley Wealth Advisors, Inc does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like options, equities and bonds.

10000000 of their financial planning investments were in securities, with $100,001 to $500,000 invested in non-securities.

The firm's central office is located at 9590 E. Ironwood Square Drive, Scottsdale, Arizona 85258. Jackson Roskelley Wealth Advisors, Inc is permitted to serve investors in the state of Arizona.

Editorial note: In some cases, firms are able to file as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the publicly available information for Jackson Roskelley Wealth Advisors, Inc. Please visit the SEC website for more information at https://www.sec.gov

Number of Advisors

11

Disclosures

No

Office Location

9590 E. Ironwood Square Drive
Scottsdale, AZ 85258

Jackson Roskelley Wealth Advisors, Inc by the Numbers

Total Number of Employees

13

National Average: 31

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Products and Services

Jackson Roskelley Wealth Advisors, Inc offers a variety of services, which can include financial planning services, publication of newsletters and educational seminars. In the past financial year, it provided financial planning services to 251-500 of its customers. The company is not engaged in selling products or offering services other than investment advisory services to its investment advisory accounts. It is affiliated with a number of other companies in the financial services industry, including with an accountant or accounting firm.

Core Advisor Services

  • Offered by 44% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

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    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Offered by 4% of firms

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 10% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Financial advisory fees depend on which services the firm provides the client. However, fees charged by Jackson Roskelley Wealth Advisors, Inc most likely include the following fee types: hourly or fixed. The company does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

Available

  • Offered by 35% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 39% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 72% of firms that offer this fee type

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

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    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It caters to retail investors, high net worth investors and corporations. Jackson Roskelley Wealth Advisors, Inc's largest client by number of accounts is retail investors, but it also caters to 85 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 17%
  • Other Individuals - 81.6%
  • Corporations - 1.4%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Jackson Roskelley Wealth Advisors, Inc does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Jackson Roskelley Wealth Advisors, Inc

Matthew Clay
Scottsdale, AZ
Joseph Kabaki
Scottsdale, AZ
Kyle Robertson
Scottsdale, AZ
Darin Shebesta
Scottsdale, AZ
Gregory Stark
Scottsdale, AZ
Barbara Sutton
Scottsdale, AZ
Robert Jackson
Scottsdale, AZ
Jared Roskelley
Scottsdale, AZ
Tiffany House
Scottsdale, AZ

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This content was compiled from the SEC and FINRA