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Stefan C Jackson, 374046 Scarlet Oak Ct, Castle Rock, CO 80109

Stefan Jackson Phones & Addresses

4046 Scarlet Oak Ct, Castle Rock, CO 80109   

Fort Worth, TX   

Centennial, CO   

Boulder, CO   

East Lansing, MI   

16350 E Berry Pl, Centennial, CO 80015    303-6806517   

Mentions for Stefan C Jackson

Stefan Jackson resumes & CV records

Resumes

Stefan Jackson Photo 33

Investment Advisor, Founder

Location:
Dallas, TX
Industry:
Financial Services
Work:
Personal Capital Jun 2017 - Aug 2020
Vice President | Financial Advisor
Sagemark Consulting Nov 2016 - Jun 2017
Private Wealth Advisor
Valic Apr 2014 - Nov 2016
Financial Advisor
The Village Church Aug 2013 - Jul 2014
Campus Pastor Intern
Stone Pine Accounting Services, Llc Dec 2009 - Aug 2010
Staff Accountant
Dec 2009 - Aug 2010
Investment Advisor, Founder
Education:
Cfa Institute 2015
Southwestern Baptist Theological Seminary 2010 - 2013
Masters, Master of Divinity
University of Colorado Boulder 2005 - 2009
Bachelors, Bachelor of Science, Finance
Skills:
Fee Based Financial Planning, Portfolio Management, Retirement Planning, College Funding Strategies, Estate Planning, Insurance Analysis, Business Succession Planning, Tax Reduction Strategies, Charitable Gift Planning, Asset Protection and Risk Management, Annuities, 401 Rollovers, Financial Analysis, Employee Stock Options, Strategic Planning, Retirement Distribution, Social Security Analysis, Independent Investment Consulting, Wealth Management, Financial Advisory, Finance, Investments, Mutual Funds, Financial Services, Asset Allocation, Financial Planning, Management, Leadership, Wealth Management Services
Certifications:
Series 7: General Securities Representative
Series 66: Investment Adviser Representative
Insurance License
Financial Industry Regulatory Authority
National Association of Insurance Commissioners (Naic)
Stefan Jackson Photo 34

Stefan Jackson

Stefan Jackson Photo 35

Stefan Jackson

Location:
United States

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