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Jared Roskelley, CFP®
Senior Vice President, Director of Financial Planning

Jared Roskelley is an owner of Jackson Financial Advisors with direct responsibility for the firm's financial planning. He consults with executives and business owners nationwide, specializing in retirement and estate planning.

Prior to joining the firm, Jared worked with Cornerstone Financial Planning in Tempe, helping individuals and their families experience the peace of achieving important financial goals. In his 10 year career, Jared has developed a comprehensive 6-step process that is the foundation for Jackson Advisors' financial planning.

Jared is a CERTIFIED FINANCIAL PLANNERTM professional as well as a current board member of the Financial Planning Association (FPA). He has served as a personal wealth coach for Arizona Saves, a national non-profit organization dedicated to helping individuals and their families build wealth, not debt. Jared received his bachelor's degree in finance from Arizona State University with honors.

Jared volunteers with the Boy Scouts of America and was recently honored with admission to the Scoutmaster Hall of Fame plus the District Award of Merit. He and his wife Karlie live in Mesa and spend most of their time chasing their infant son and their yellow labrador.


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Registered Representatives offering securities through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jackson Financial Advisors, Inc., a Registered Investment Advisor. Cambridge and Jackson Financial Advisors, Inc. are not affiliated. Investment products and services available only to residents of
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