Stefan Jackson Email & Phone Number
Financial Planner and Portfolio Manager @ Jackson Wealth Management
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Stefan Jackson Location
- Castle Rock, CO, US
Stefan Jackson Work
- 2020 -now Financial Planner and Portfolio Manager @
- 2017 -2020 Vice President | Fee-Only Financial Advisor @
- 2016 -2017 Independent Financial Advisor @
- 2014 -2016 Financial Advisor @
- 2009 -2010 Staff Accountant @ Stone Pine Accounting Services, LLC
Stefan Jackson Education
- University of Colorado Boulder
- University of Colorado Boulder
Bachelor's degree (Finance)
- CFA Institute
- Southwestern Baptist Theological Seminary
Master of Divinity (Biblical Languages)
Stefan Jackson Skills
- Leadership
- Estate Planning
- Financial Advisory
- PowerPoint
- Social Media
- Retirement Distribution
- Independent Investment Consulting
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Asset Protection and Risk Management
- Portfolio Management
- Annuities
- Investments
- Finance
- Strategic Planning
- Asset Allocation
- Financial Services
- Wealth Management
- Charitable Gift Planning
- Mutual Funds
- Tax Reduction Strategies
- Microsoft Office
- Microsoft Excel
- Business Succession Planning
- Financial Analysis
- College Funding Strategies
- Social Security Analysis
- Management
- 401k Rollovers
- Research
- Employee Stock Options
- Insurance Analysis
- 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 University of Colorado Boulder. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, PowerPoint, Social Media and more. Stefan Jackson has 1 emails and 1 mobile phone numbers on RocketReach.
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