Jackson joined the WealthPartners team in 2023 and in his role as Director of Planning and Investments he oversees the firm’s investment portfolios while also developing and monitoring comprehensive financial plans for clients. A gifted communicator, Jackson is passionate about providing guidance for each client. Uncertainty is a common fear for many people regarding their finances, and Jackson has made it his personal mission to help eliminate unnecessary stress for families so they can focus on what is most important in their lives.
Before joining the firm, Jackson worked as a private client banker with JP Morgan Chase. He studied economics at The University of the South in Sewanee, Tennessee, and earned his CFP® designation in 2026.
Outside of the office, Jackson and his wife, Frances, enjoy spending time outdoors, whether that is relaxing by the pool, playing pickleball, or gathering with friends around the grill, especially during SEC football season.