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Southwest Wealth Strategies

Southwest Wealth Strategies

Enjoy your wealth without the worry

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Jeromy Scott

Financial Consultant

  • (480) 307-6802
  • Jeromy@southwestwealthstrategies.com

Jeromiah (Jeromy) Scott began his career in the financial services industry with AIG and Sun America Securities in 2001.  He was attracted to the educational experience and the ability to help people plan for their financial goals.

He joined the Southwest Wealth Strategies, LLC team in early 2017.  Building relationships and providing education to his clients are a focus.  Jeromy works with individuals and their families plan for their retirement, their children’s education while protecting their family interest.  With a team approach, we provide guidance and strategies that are tailored for each goal.

Jeromy works with Business owners, helping with tax efficiencies and creating comprehensive Group Benefit packages for their businesses.

Jeromy holds FINRA registrations for the Series 7, Series 66, as well as a license for Life, Accident, and Health insurance in multiple states.

While away from the office, Jeromy spends time playing music and spending time with his family and friends and enjoying the outdoors of sunny Arizona.  He currently resides in North Phoenix with his girlfriend Abbe and their two Labrador Retriever’s, Barley and Charlie.

 

Check the background of this financial professional on FINRA’s BrokerCheck

 

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Southwest Wealth Strategies
6720 North Scottsdale Road
Suite 390
Scottsdale AZ 85253 USA
Get directions
480-397-7550
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  • Home
  • About Us
    • Our Focus
    • Our Professionals
    • Our Philanthropy
    • In the Media
    • Photo Gallery
    • Consumer Protection
  • News & Research
    • LPL Commentaries
  • Contact Us
    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
  • Login/Register

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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.


Southwest Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.


PPG-135150 (Rev. 7/20) (Exp. 7/24)


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