Terri G. Jackson, CFP®, CDFA®

CERTIFIED FINANCIAL PLANNER™practitioner, Certified Divorce Financial Analyst®

Terri Jackson, CERTIFIED FINANCIAL PLANNER™ practitioner is a proud graduate of the Florida State University, and has been helping people work toward their financial goals since 1993. She earned her CERTIFIED FINANCIAL PLANNER™ practitioner 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.  From the very inception of Jackson Financial Group, Terri has been working with clients in a fiduciary capacity as a Registered Investment Advisor Representative. 

Terri holds the following Securities registrations:

  • Series 7 held with LPL Financial
  • Series 24 held with LPL Financial
  • Series 63 held with LPL Financial
  • Series 65 held with Independent Advisor Alliance
  • Insurance license: State of Florida Life, Health & Variable Annuity

Terri, as well as, the Jackson Financial Group team members are proud and active members of the Tallahassee community. Click Community Involvement link to learn more about our involvement.

Phone (850) 222-4014
Fax (850) 502-4343