Jack Jackson

Background

About Jack Jackson

I am a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Investment Management Analyst® and Accredited Investment Fiduciary® that focuses on partnering with members to help them achieve their long term financial goals. We will address wealth management, asset protection, charitable gifting, wealth transfers, retirement savings, estate planning, college planning, insurance needs and any other areas identified as we establish your unique goals and objectives in the financial planning process. Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.