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. Roger has been recognized by Barron's as a top advisor.


 

Jeff Jones


(602) 942-1321
[email protected]

Jeff has been actively involved in the investment and insurance industry in Arizona since 1985. While he has spent the majority 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. Jeff was named as the youngest Branch Manager in the history of A.G. Edwards & Sons (since 1887) up until that time. During his tenure at JNLI he served as Director of The Sun Mountain Region and as the Office of Supervisory Jurisdiction (OSJ) for Jackson National Financial Services general securities representatives.

Jeff has served the Arizona Department of Insurance on advisory boards and on committees for the Arizona Health Care Association. Jeff has also spent time as a facilitator for New Song Center For Grieving Children, a part of Hospice of The Valley. He is a member of the ASU President's Club and supports The Arizona Microcredit Initiative. 

Jeff is the strategist behind the construction and ongoing management of the nine WJWM model portfolios offered to WJ Wealth Management clients which are available to other advisors for use with their investment clients.

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