Larry

D: 312.869.3824

T: 312.869.3800

F: 312.869.3838

TF: 800.543.5304

550 West Washington Blvd. Suite 1050 Chicago, IL 60661

Larry Jackson,

CFP® Senior Financial Planning Consultant

With over 15 years of experience in the financial services industry, Larry strives to be a trusted resource for his clients while gaining a thorough understanding of their needs and goals. He has expertise in comprehensive wealth management services and works closely with individuals and families to develop tailored financial strategies. Larry diligently creates interactive financial plans for clients, and builds actionable recommendations and monitors those plans to help keep clients on track.

Larry has attained the prestigious CFP® certification, having completed a rigorous and comprehensive program covering the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.

Before joining our team, he was a Financial Advisor at PNC Bank and a Retirement Plans Specialist with ICMA Retirement Corporation, where he worked extensively with retirement plan sponsors in the public sector and delivered retirement and investment guidance to their employees. Larry began his career in the industry with A.G. Edwards & Sons, Inc. as a Financial Consultant.

He earned a Bachelor’s degree from Northern Illinois University, an MBA in Finance from Roosevelt University and hold the Series 7 and 66 licenses.

When he’s not in the office, Larry enjoys listening to music, reading, running and biking. He lives in Arlington Heights with his wife and two daughters.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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