Combining the expertise of some of the largest and most respected money managers in the world with a fiduciary advisor who knows you personally.
Stefan Jackson, CFP®
Financial Planner & Portfolio Manager
Stefan@jacksonwealthmanagement.net
Stefan has been helping individuals and families build and secure their wealth for almost 10 years. Prior to founding JWM, Stefan worked as a Vice President at Personal Capital, Financial Planner at Sagemark Consulting and Financial Advisor at AIG Retirement Services.
He attended Seminary where he earned his Master's of Divinity in biblical languages and before that, he attended the University of Colorado at Boulder where he earned his Bachelor's in Finance. He has obtained a Certificate in Financial Planning from Northwestern University School of Professional Studies and has passed Level I of the Chartered Financial Analyst (CFA) Program.
Stefan is a CERTIFIED FINANCIAL PLANNER™ professional, a member of XY Planning Network and a member of The National Association of Personal Financial Advisors (NAPFA). Each of these associations are only provided to financial advisors who meet stringent legal and ethical guidelines, also providing independent advisors with a community of professionals and resources needed to meet their client's needs.
Stefan and his wife are both Colorado natives and have three children. When they aren't running around to sporting events they make every effort to enjoy all that Colorado has to offer, especially skiing. If you live in the Denver-Metro area, Stefan is happy to meet you in-person.
