Jackson is a financial planner who firmly believes each person has a unique financial plan and customized investment portfolio that’s perfect for them. He focuses on creating personalized plans for clients while building and maintaining discretionary investment portfolios. Jackson, who has 30 years of portfolio client management experience, collaborates with his experienced team to provide exceptional, comprehensive service.
Jackson received a Bachelor of Arts in English from the University of Arkansas and a Master of Science in financial services from The American College. He has worked as a financial advisor and branch manager for several notable firms, including A.G. Edwards, Wachovia, and Wells Fargo Advisors. He is a continuous learner, holding numerous industry designations including Chartered Life Underwriter®, Certified Divorce Financial Analyst®, Accredited Estate Planner®, and Chartered Advisor in Philanthropy® certifications. He is also a second-generation Certified Financial Planner™ professional.
Outside of his work, Jackson is and has been actively involved in his community. He is a lifelong member of Mountain Home First United Methodist Church. He volunteers with Baxter Health Foundation, Arkansas State University – Mountain Home, and the professional advisory committee of Baxter Health. He’s served as past president of the Mountain Home Rotary Club and treasurer for the Mountain Home Chamber of Commerce and the Mountain Home Leadership Institute, co-founder of the Mountain Home Public Schools Strengths Council, and a Gallup-Certified Strengths Coach. Jackson is also the founder of the Ozarks Keystone Trail Endowment, a 501c(3) public charity focused on building and maintaining David’s Trail & the OKT, with long-term plans to connect Arkansas’ OHT to Missouri’s OT via a Dam-to-Dawt shoreline & forest trail.
Jackson was born near the air force base in Denver, Colorado, where his dad served. He resides on Lake Norfork near Mountain Home and enjoys paddle boarding, open water swimming, and lake activities during his free time. He also loves cooking, reading, hiking, trail-running, family vacations, and holiday home-cooked meals with family and friends. Jackson’s daughter, Sunny, is pursuing her Ph.D. in astrophysics at a California university, where she teaches and conducts research in the field.
Jackson is a highly experienced and dedicated financial advisor who values building long-lasting relationships with his clients and contributing to his community. He believes the components of a life well-lived are intimate and vulnerable relationships, challenging activities that stretch the mind, and actions that make a positive difference in the lives of others.
He enjoys helping clients live at the intersection where joy and meaning meet a comfortable financial lifestyle. Removing daily monetary stress, creating access to quality healthcare, funding reliable transportation, and affording opportunity to enjoy fun experiences with family and friends are a priority. These goals don’t require millions of dollars, and with an intelligent investment strategy, investors can meet them.
Raymond James is not affiliated with the entities mentioned herein.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.