Lashea Jackson,

As a senior registered client service associate, Lashea plays a role in supporting her clients’ financial well-being at every stage of the financial planning process. Particularly, she is a retirement goal planning specialist who helps people plan for and live in retirement. She also performs many of the operational functions that keep clients’ financial plans working for them.

She is committed to providing a high level of personal service with accountability and attention to detail. She has earned the Financial Paraplanner Qualified Professional^™ designation and holds a Series 7 securities license. She is a graduate of Northwood University, where she earned a bachelor’s degree in business administration and management. She is a member of Delta Sigma Theta Sorority, Inc.

Earlier in her career, Lashea was an operations specialist at Morgan Keegan, which became part of Raymond James in 2012. She has been part of the Cohen & Son team for almost 20 years. She has a really wonderful connection with our clients who have been with us for many years.

Lashea lives in her hometown of Riviera Beach with her family. She has a passion for fashion, being outdoors, reading and spending time with her children.