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Jackson Scott Rogers

Investment Adviser Representative at WT Wealth Management, LLC

Scottsdale, AZCRD #7169007Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jackson Scott Rogers is an investment adviser representative with WT Wealth Management, LLC in Scottsdale, AZ, where they have been registered since 2020, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona and Utah.

Office

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

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/4/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

WT Wealth Management, LLCCurrent
2/25/2020 – Scottsdale, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. WT Wealth Management
    Jun 2015 – Dec 2016Scottsdale, AZ
  2. Arizona State University
    Aug 2015 – Dec 2017Tempe, AZ
  3. M/Y D'Natalin IV - Cayman Island Registry
    Jan 2018 – Sep 2018Fort Lauderdale, FL
  4. Newport Yachts, Inc.
    Oct 2018 – Aug 2019Newport Beach, CA
  5. WT Wealth Management, LLC
    Sep 2019 – no end date reportedScottsdale, AZ
  6. Ravello Media Group, LLC
    Sep 2019 – Feb 2022Park City, UT
  7. WT Wealth Management, LLC
    Jan 2024 – Jan 2025Scottsdale, AZ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About WT Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13
Offices listed on AdvisorFinder:
3
Main office:
Scottsdale, AZ
SEC file number:
801-112701

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 2, 2026

View full firm profile

Other advisors at WT Wealth Management, LLC

12 other advisors in the directory

View WT Wealth Management, LLC firm profile

Similar advisors in Scottsdale, AZ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jackson Scott Rogers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jackson Scott Rogers (WT Wealth Management) | AdvisorFinder