Jamie Zolezzi, CPA

Director of Tax Services

503-648-0521
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Jamie Zolezzi is the Director of Tax services and is responsible for the firm’s tax quality control systems. She holds expertise in all areas of tax law but has a passion for working with clients in the private company sector, including those in the manufacturing and agricultural industries. Jamie also specializes in estate & trust planning and compliance and can assist trustees or personal representatives with the preparation of estate and fiduciary returns.

Jamie is a life-long Oregonian, has a passion for cooking and reading, and has accumulated a massive movie collection. She graduated from the University of Oregon and has worked at Jones & Roth since 2004.

Jamie Zolezzi is a Financial Advisor offering Securities through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.

Education

University of Oregon, BS, Accounting

Certifications

CPA - Certified Public Accountant