Jackson Rogers has been an investment adviser representative at WT Wealth Management since February 2020, and is not listed among the firm’s executive officers or direct owners.
WT Wealth Management, LLC is a Scottsdale, AZ firm with $419M under management, 1,141 clients and 13 advisers across 4 offices, as of its March 2026 filing.
- WT Wealth Management, LLCCurrent– present · 6 yearsScottsdale, AZ · Adviser representative · Firm CRD 169566
Investment adviser representative registrations
Jackson Rogers is registered as an investment adviser representative in 2 states. The first approvals date from February 2020; the most recent is Utah, in November 2023.
- ArizonaSince 25 February 2020
- UtahSince 27 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 October 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jackson Scott Rogers
- CRD
- 7169007
- Firm
- WT Wealth Management · CRD 169566
- Office
- 20865 NORTH 90TH PLACE, SUITE 105, Scottsdale, AZ 85255
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Jackson Rogers work?
Jackson Rogers is an investment adviser representative registered through WT Wealth Management, LLC since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jackson Rogers a financial advisor?
Yes. Jackson Rogers has a current investment-adviser registration in Arizona and Utah, through WT Wealth Management since February 2020.
How many years of experience does Jackson Rogers have?
Jackson Rogers has 6 years in the financial industry, since February 2020, across 1 adviser firm.
What exams has Jackson Rogers passed?
Jackson Rogers passed the Series 65 in October 2019.
Where is Jackson Rogers based?
Jackson Rogers’ registered office is in Scottsdale, AZ.
Is Jackson Rogers registered with FINRA?
No. Jackson Rogers has no current broker registration.
How can I verify Jackson Rogers’ record?
Search CRD 7169007 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jackson Rogers’ full registration record.
