Jackson Financial Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

511 Beverly St, Tallahassee, Florida, 32...

Phone Number

(850) 222-4014

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Jackson Financial Group

The goal at Jackson Financial Group is to take the mystery out of wealth management. We want to help you understand how to manage risk, prepare for retirement, and preserve your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship. Terri Jackson has been helping people work toward their financial goals since 1999. She earned her CERTIFIED FINANCIAL PLANNER designation in 1998 and opened her independent financial services firm in 1999 with the dream of providing professional guidance and superior service while maintaining the utmost standards of ethical and professional conduct. Terri holds the following Securities registrations with LPL Financial LLC: Series 7 Series 24 Series 63 Series 65 Insurance license: State of Florida Life, Health & Variable Annuity Since 1999, Terri Jackson & Jackson Financial Group has been a proud member of the Tallahassee Chamber of Commerce & Locally Owned TallahassRead more
Jackson Financial Group's Social MediaPopular SearchesJackson Financial GroupJackson Financial Group LLCJackson Financial Group IncJackson Financial Group - IncJackson Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Jackson Financial Group Org Chart

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JW
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jackson Financial Group

<$5M
1-10
Private
-
1999
JW
Jordan WestDirector, Operations
$7.2M
11-50
Private
-
1998
JJ
Jordyn JohnsonLicensed Financial Assistant
$5.4M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
DP
Dexter PinedoEstudiante De Licenciatura
<$5M
1-10
Private
-
2018
VD
Veronica De La RosaLpl Financial Advisor
<$5M
1-10
Private
-
2012
EW
Eric WhiteFinancial Advisor & Manager, Branch Operations
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Jackson Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jackson Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jackson Financial Group.

Jackson Financial Group Tech Stack

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Frequently Asked Questions Regarding Jackson Financial Group

What is Jackson Financial Group's official website?
Jackson Financial Group's official website is www.jacksonfinancialplanning.com
What is Jackson Financial Group's Revenue?
Jackson Financial Group's revenue is <$5 Million
What is Jackson Financial Group's SIC code?
Jackson Financial Group's SIC: 62,628
What is Jackson Financial Group's NAICS code?
Jackson Financial Group's NAICS: 52,523
How many employees does Jackson Financial Group have?
Jackson Financial Group has 1-10 employees
What industry does Jackson Financial Group belong to?
Jackson Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Jackson Financial Group competition?
Jackson Financial Group top competitors include: Bluestone Wealth Management, Washo Financial, O'Grady & Associates, siprva.com
What technology does Jackson Financial Group use?
Some of the popular technologies that Jackson Financial Group uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact Jackson Financial Group?
Jackson Financial Group contact info: Phone number: (850) 222-4014 Website: www.jacksonfinancialplanning.com
What does Jackson Financial Group do?

The goal at Jackson Financial Group is to take the mystery out of wealth management. We want to help you understand how to manage risk, prepare for retirement, and preserve your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship. Terri Jackson has been he... lping people work toward their financial goals since 1999. She earned her CERTIFIED FINANCIAL PLANNER designation in 1998 and opened her independent financial services firm in 1999 with the dream of providing professional guidance and superior service while maintaining the utmost standards of ethical and professional conduct. Terri holds the following Securities registrations with LPL Financial LLC: Series 7 Series 24 Series 63 Series 65 Insurance license: State of Florida Life, Health & Variable Annuity Since 1999, Terri Jackson & Jackson Financial Group has been a proud member of the Tallahassee Chamber of Commerce & Locally Owned Tallahassee. After spending 7 years in the legal field, Carlie Brown joined Jackson Financial Group as the Director of Operations, Insurance, and Marketing. She holds a State of Florida Life, Health & Variable Annuity license and also works as an independent agent specializing in Group Insurance Plans. Additionally, she is serving as an Ambassador with the Tallahassee Chamber of Commerce. As part of Jackson Financial Groups ongoing commitment to upholding the strict professional and ethical standards of the Certified Financial Planning Board, we have committed ourselves to helping future generations of Certified Financial Planners live up to the high standards of their chosen profession through internships and mentoring. Jackson Financial Group's executive assistant, Katie Shiner is currently studying Biology at The University of Central Florida. She is excited to gain experience in compliance and networking. At Jackson Financial Group, Katie assists with the opening of new accounts, as well as, mutual fund research and financial plan ...Read More

What are Jackson Financial Group social media links?
Jackson Financial Group Linkedin page Jackson Financial Group Facebook page
Is Jackson Financial Group a public company?
Jackson Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Jackson Financial Group

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