Stefan Jackson, CFP®

Stefan Jackson, CFP®

FINANCIAL PLANNER & PORTFOLIO MANAGER

From the early days of aligning my career with my degree post-grad school, there was an inherent interest in the work that surpassed mere financial gain. However, it's through the evolution of a decade-long journey in guiding individuals and families toward financial stability that I've unearthed the genuine fulfillment beyond monetary returns. Witnessing the "ah ha" moments for my clients, and where financial peace becomes a tangible reality, has become the most rewarding aspects 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 juior role within a reputable consulting group affiliated with Lincoln Financial Group, I refined my expertise in financial planning. Subsequently, my tenure as Vice President-Financial Advisor at Personal Capital, a distinguished advisory firm overseeing assets exceeding $14 billion prior to its acquisition by Empower, further expanded my investment planning expertise. My commitment lies in leveraging this wealth of experience to guide clients towards financial empowerment and security.

Professional Designations

As a CERTIFIED FINANCIAL PLANNER™ professional, I proudly align myself with esteemed 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. 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

For nearly 14 years, I've been happily married 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!