Wealth Management Partner
George Jackson | Jackson Wealth Management
George Jackson MBA, CPA, CFA, CFP®, CMT, CLU, ChFC - Managing Member/Chief Investment Officer/Chief Executive Officer of Jackson Wealth Management, LLC is also a Certified Public Accountant with George P. Jackson P.A. CPA, an accounting firm. George was the Chief Financial Officer of two public companies, and is also an Investment Advisor Representative of McDonough Capital Management.
George graduated from the University of Cincinnati with a Bachelors of Business Administration in Accounting and advance his careers with a Masters of Business Administration in Quantitative Analysis.
He is one of the most highly trained investment consultants in the United States. He has been working with clients since 1982. Not only does he have significant experience in accounting, he also has extensive experience in taxes and investments. He has been an auditor and consultant with the international accounting firm of Price Waterhouse Coopers, CPAs. He is also a member of the CFA institute.
George holds the following licenses: Series 7-General Securities, Series 63-State Uniform Securities, Series 65-Uniform Investments Advisor, Series 53-Municipal Securities Principal, Series 24-General Securities Principal. In addition, he holds the Certified Public Accountant (CPA) License, Chartered Financial Analyst (CFA) License, Certified Financial Planner (CFP) License, Chartered Life Underwriter (CLU) license, Charter Financial Consultant (ChFC) License, and Life, Health, and Variable Insurance Licenses.
George was named to Registered Rep.s list of the Top 100 Independent Financial Advisors in America, published August 1, 2008. There are approximately 90,000 independent financial advisors in the United Sates. This list of distinguished advisors was compiled by the monthly trade magazine, which weighted such factors as total assets under management and years in the industry. http://wealthmanagement.com/practice-management/america-s-top-100-independent-advisors
George was also named in the Orlando Business Journals list of the Top 10 Wealth Management Advisors in Central Florida, published April 18, 2008. The distinguished 10 advisors had no compliance issues, at least seven years of financial service experience, acceptable legal records, client retention reports, customer satisfaction reports and community involvement.
In addition, George was named in Research Magazines list of State-by-State Winners Circle, published January 2006. Rankings were filtered down from a list of over 7,000 nominations. The Winners Circle team vetted each advisor through a host of quantitative and qualitative criteria, ranging from assets managed, revenues produced, experience levels, acceptable compliance records and U4 forms, discussions with management and more. Advisors serving high-net-worth and ultra-high-net-worth were selected. Client portfolio performance is not a criterion.
George's extensive knowledge and experiences is a great addition to our team.