Stefan
Jackson

Jackson Wealth Management, LLC

CRD#6274976
Investment Advisor
in Castle Rock, CO

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About this Advisor

Stefan Jackson is a certified financial planner who works in Castle Rock, Colorado, with 3 years of relevant experience. Jackson is an advisor for Jackson Wealth Management, LLC. During their career, the advisor has held roles at Valic Financial Advisors, Inc, Lincoln Financial Advisors Corporation, Highlands Church, Jackson Wealth Management, LLC, Southwestern Baptist Theological Seminary, The Village Church and Personal Capital Advisors Corporation. Jackson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Colorado and Texas. Jackson Wealth Management, LLC is a firm operating in Castle Rock, Colorado.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Office Location

115 Wilcox St Suite 220
Castle Rock, CO 80104

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Stefan Jackson Work History

Stefan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Jackson Wealth Management, LLC

2020 - 2022 (2 years)

Highlands Church

2017 - 2020 (3 years)

Personal Capital Advisors Corporation

2016 - 2017 (1 year)

Lincoln Financial Advisors Corporation

2014 - 2016 (2 years)

Valic Financial Advisors, Inc

2013 - 2014 (1 year)

The Village Church

2010 - 2013 (3 years)

Southwestern Baptist Theological Seminary

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stefan Jackson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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