Broker Check

Team



Roger Wilson, CFP™, EA


(602) 942-1321
[email protected]

Roger originally entered the financial services business in the early 1980s as an insurance agent and a tax professional. Since that time Roger has expanded his business to include a full suite of financial planning products and services. He was associated with W.S. Griffith and Company before beginning his own independent practice several years ago. Roger holds the CERTIFIED FINANCIAL PLANNER™ certification. He is also an Enrolled Agent (EA), a designation sponsored by the United States Treasury Department. Roger acts as Office of Supervisory Jurisdiction (OSJ) over other LPL Financial general securities representatives.

*Award is based on 10 objective criteria associated with providing quality service to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.


 

Jeff Jones


(602) 942-1321
[email protected]

Jeff has been actively involved in the investment and insurance industry in Arizona since 1985. He has spent good portion of his career as an advisor to his personal clients. Jeff has also been involved in the business from the corporate side, serving in sales and management positions with firms such as A.G. Edwards and Sons, Inc., AIG, MFS Funds Distributors, Inc. and Jackson National Life Insurance Company. During his tenure at JNLI he also served as Office of Supervisory Jurisdiction (OSJ) for approximately fifty Jackson National Financial Services general securities representatives. Jeff has served the Arizona Department of Insurance on advisory boards in areas relating to licensing and continuing education.

Jeff volunteers as a Support Group Facilitator with New Song Center for Grieving Children, part of Hospice of The Valley, and serves on the Public Policy Committee of The Arizona Health Care Association. Jeff is a member of The ASU President's Club and supports activities of The Arizona Microcredit Initiative. 

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