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 1993. 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 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.
Our current intern, Rachelle Gouthro is Vice President of FSU's Women in Business and will graduate with her Bachelor of Science in Finance in 2012. At Jackson Financial Group, Rachelle assists with the opening of new accounts, as well as, mutual fund research and financial plan development.