Jackson Roskelley Wealth Advisors, Inc

CRD#116530
Investment Advisor Firm

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Overview

Jackson Roskelley Wealth Advisors, Inc operates as a financial advisor company that has its headquarters in Scottsdale, Arizona. The company has a small group of 13 employees, including 11 financial advisors. Jackson Roskelley Wealth Advisors, Inc is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like bonds, options and stocks.

$10,000,000 of their investments for financial planning services were in securities, with $100,001 to $500,000 invested in non-securities.

Jackson Roskelley Wealth Advisors, Inc's main office is located at 9590 E. Ironwood Square Drive, Scottsdale, Arizona 85258. The firm is legally registered to provide services to investors in the state of Arizona.

Editorial note: Under certain conditions, firms can 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

Fee Structure

Hourly, Fixed

Disclosures

Yes

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: 4,943

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Products and Services

Jackson Roskelley Wealth Advisors, Inc offers multiple services, including financial planning services, publication of newsletters and educational seminars. In the prior fiscal year, it provided financial planning services to 251-500 of its clients. Jackson Roskelley Wealth Advisors, Inc does not sell products or offer services aside from investment advisory services to its investment advisory customers. It is affiliated with one or more other service providers in the financial services industry, including with an accountant or accounting firm.

Core Advisor Services

  • Offered by 45% 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 usually are based on which service is offered. However, fees billed by the company most likely are comprised of any blend of the following fee types: hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Jackson Roskelley Wealth Advisors, Inc.

Available

  • Offered by 37% 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 40% 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 75% of firms that offer this fee type

    Percentage of Assets

    Show Explanation

    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 3% 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.

  • Find one of the 17% of firms that offer this fee type

    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

None of the company's accounts are non-U.S. persons.

  • 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 has disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA