JR
JR

Jackson Scott Rogers

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,168 clients
Average Client Portfolio
$330K average
Assets Under Management
$385.2M

Fee Structure

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Location

20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jackson's registration is active, but he is not currently advising clients. He is engaged in other non-investment-related business activities.

Employment History
Current Registrations
Wt Wealth Management, LLC
February 2020 - Present · 6 yrs
State Registrations2 states
AZUT
Advisor
Exams
No exam information available for this advisor.
Jackson Scott Rogers - Financial Advisor | TrueAdvisor