Stefan Jackson Email & Phone Number
Financial Planner and Portfolio Manager
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Stefan Jackson Location
- Castle Rock, CO, US
Stefan Jackson Work
- Financial Planner and Portfolio Manager @ Jackson Wealth Management (August 2020 - Present)
- Vice President | Fee-Only Financial Advisor @ (June 2017 - August 2020)
- Independent Financial Advisor @ Lincoln Financial Group (November 2016 - June 2017)
- Financial Advisor @ (February 2014 - November 2016)
- Staff Accountant @ Stone Pine Accounting Services, LLC (December 2009 - August 2010)
Stefan Jackson Education
- University of Colorado Boulder
Bachelor's degree (Finance)
- Northwestern University
Certificate in Financial Planning
- CFA Institute
Passed CFA Level I
- Southwestern Baptist Theological Seminary
Master of Divinity (Biblical Languages)
Stefan Jackson Skills
- 401(k) Rollovers
- Annuities
- Asset Allocation
- Asset Management
- Asset Protection and Risk Management
- Black Diamond Wealth Platform
- Business Succession Planning
- Charitable Gift Planning
- College Funding Strategies
- College Savings Plans
- Employee Stock Options
- Estate Planning
- Fee-Based Financial Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Holistic Financial Planning
- Independent Investment Consulting
- Insurance Analysis
- Investment Advisory
- Investments
- Leadership
- Management
- Mutual Funds
- Personal Financial Planning
- Portfolio Management
- Retirement Distribution
- Retirement Plan Consulting
- Retirement Planning
- Roth IRA
- Social Security Analysis
- Strategic Planning
- Tax Reduction Strategies
- Wealth Management
- Wealth Management Services
- PowerPoint
- Social Media
- Microsoft Office
- Microsoft Excel
- 401k Rollovers
- Research
- Fee Based Financial Planning
- 401 Rollovers
Stefan Jackson Summary
- Stefan Jackson, based in Castle Rock, CO, US, is currently a Financial Planner and Portfolio Manager at Jackson Wealth Management. Stefan Jackson brings experience from previous roles at Personal Capital, Lincoln Financial Group, AIG Retirement Services and Stone Pine Accounting Services, LLC. Stefan Jackson holds a Bachelor's degree in Finance @ University of Colorado Boulder. With a robust skill set that includes 401(k) Rollovers, Annuities, Asset Allocation, Asset Management, Asset Protection and Risk Management and more. Stefan Jackson has 2 mobile phone numbers on RocketReach.
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