Jackson Scott Rogers
Investment adviser representative at Wt Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$419.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Wt Wealth Management, LLCSep 2019 to now
- Ravello Media Group, LLCSep 2019 to Feb 2022
- Newport Yachts, Inc.Oct 2018 to Aug 2019
- M/y D'natalin Iv - Cayman Island RegistryJan 2018 to Sep 2018
- Arizona State UniversityAug 2015 to Dec 2017
- Wt Wealth ManagementJun 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, UT).
Wt Wealth Management, LLC
$419.1MAssets managed
1,141Clients
13Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7169007
- Firm CRD
- 169566