Gregory Jackson, MS, CMFC, AIF®
Gregory Jackson has over 30 years of experience in the financial services industry, starting his career with Prudential Securities in 1991. After then transferring into the banking industry for over 10 years where he worked with clients serving them in all aspect of financial planning and advising, Greg decided it was time to go independent, allowing him to serve his clients free from the pressures of proprietary products and corporate America.
In 2001 Greg received his Charted Mutual Fund Counselor (CMFC) designation from Denver’s College for Financial Planning. This designation in the financial services industry requires him to abide by a strict code of ethics and must be renewed every two years.
In 2007, Greg completed his Master’s of Science (MS) in personal financial planning from the same College of Financial Planning where expertise in various disciplines of portfolio theory, estate and tax planning, retirement planning and insurance had to be shown.
Greg’s conviction about the world of financial planning is that it is about relationships as much as anything else; hence his phase, “stewardship, not salesmanship”. Through newsletters, education and personal communication, Greg strives to develop solid relationships and keep his clients on track of their goals and objectives.
Greg and his wife, Theresa have lived in the metro Denver area since 1991 and have raised three beautiful daughters who now live throughout the U.S. Greg and his wife reside in Castle Rock where they help provide for Theresa’s parents.
Greg also enjoys serving as an elder in the Denver church of Christ where his Christian faith is a constant mooring for his daily and business practices. He also participates in a variety of outdoor activities such as camping, hiking, fishing and hunting.
If you are looking for not just an experienced financial planner but someone with whom you can communicate your serious financial goals and plans, make an appointment with Greg and see if what he has to offer can help you work towards financial confidence.
1560 Mick Court
Castle Rock, CO 80104
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Western Wealth Management, a registered investment advisor. Jackson Financial Management, Colorado Financial Partners and Western Wealth Management are separate entities from LPL Financial.