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Jackson Scott Rogers

WT Wealth Management, LLC

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About Jackson Scott Rogers

Jackson Scott Rogers is an Investment Advisor Representative with WT Wealth Management, LLC in Scottsdale, AZ and has been with the firm since September 2019. Jackson Rogers is also an Investment Advisor Representative with WT Wealth Management, LLC in Park City, UT. Jackson Rogers is registered to provide investment advice in Arizona and Utah. Jackson Rogers has earned the Series 65 license. The advisor's professional experience includes positions at McGill University, Arizona State University, and M/Y D'Natalin IV - Cayman Island Registry. Jackson Rogers has a professional focus on financial planning, pension consulting, educational seminars, and portfolio management.

Firm Information

Jackson Rogers is currently registered with WT Wealth Management, LLC. WT Wealth Management, LLC is an independent wealth management firm based in Scottsdale, Arizona. With a team of 15 investment adviser representatives and 5 licensed agents, they offer a range of financial planning, investment management, and retirement planning services. WT Wealth Management serves a diverse clientele, including individuals, families, charitable organizations, and corporations, with a focus on providing personalized, tailored strategies. The firm manages over $311 million in assets, demonstrating their expertise and commitment to client success.
WT Wealth Management, LLC

7161 EAST RANCHO VISTA DRIVE

SCOTTSDALE, AZ 85251

$311.11M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable annuities

Variable annuities

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for educational seminars

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Jackson Rogers’s Registration & Firm History

AZ

11/27/2023 - Present

WT Wealth Management, LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 10/04/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jackson Scott Rogers.
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