CFP® Professional

Stefan Jackson, CFP&#174;<br/>

Stefan Jackson, CFP®

Financial Planner & Portfolio Manager

Through the evolution of a decade-long journey in guiding individuals and families toward financial stability I've developed a genuine fulfillment helping my clients find financial peace. Understanding the burden finances can place on a person and witnessing that weight lifted through proper planning has become the most rewarding aspect of my profession. These past 10 years have illuminated the profound significance of this difficult, yet rewarding work, fostering a deep-seated appreciation and love for what I do as a financial advisor.

Professional Background

As the founder and sole owner of Jackson Wealth Management, LLC (JWM), my journey in financial services spans diverse experiences, navigating through roles in both small and large firms, catering to the needs of the middle class and the ultra-wealthy alike. I began my financial services career at AIG Retirement Services, focusing on empowering individuals from all walks of life with stable retirement income strategies. Transitioning to a role within a reputable consulting group affiliated with Lincoln Financial Group, I refined my expertise in complex financial planning. Subsequently, my tenure as Vice President-Financial Advisor at Personal Capital, a nationally recognized advisory firm overseeing assets exceeding $14 billion prior to its acquisition, further developed my investment portfolio expertise. My commitment lies in leveraging this wealth of experience to guide clients towards financial empowerment and peace of mind.

Professional Designations

As a CERTIFIED FINANCIAL PLANNER™ professional, I proudly align myself with various fiduciary first organizations like the XY Planning Network and The National Association of Personal Financial Advisors (NAPFA). These affiliations signify my commitment to upholding rigorous legal and ethical standards while offering my clients independent guidance. In addition, I am a recognized Ramsey SmartVestor Pro. Being part of these networks not only demonstrates my dedication to meeting stringent criteria but also connects me with a vibrant community of fellow professionals and invaluable resources, ensuring I am well-equipped to address and fulfill the unique financial needs of my clients.

Educational Background

My educational journey reflects a fusion of diverse disciplines, beginning with a Bachelor's in Finance from the University of Colorado at Boulder. This foundation was complemented by a Master's of Divinity earned during graduate studies. I've expanded my financial expertise through a Certificate in Financial Planning from Northwestern University School of Professional Studies. Furthermore, I've made significant strides by successfully clearing Level I of the Chartered Financial Analyst (CFA) Program, enhancing my proficiency in financial analysis and planning.

Personal Life

I've been happily married for 14 years to a fellow Colorado native, and together we're raising three wonderful children. Our days are often filled with the hustle and bustle of cheering on our kids at various sporting events, but whenever we can, we embrace Colorado's breathtaking offerings, particularly relishing our time on the slopes skiing. Community involvement and active participation in our church have also been integral parts of our family's journey over the years, fostering connections and a sense of belonging within our vibrant community.

If you live in the Denver-Metro area, I am happy to meet you in-person!

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