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Chad Jackson, Financial Advisor

FINANCIAL ADVISOR
Chad Jackson

CFP®
207-A Shelton Beach Rd, Saraland, AL 36571opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Charitable Giving
  • Values and Faith Based Investing

About Chad

We serve our clients by getting to know them and what's important to them, shepherding them through our established process and developing personalized financial strategies designed to help them meet their goals. Once the strategies are implemented, I maintain regular contact with my clients, often collaborating with their CPAs and attorneys, as well as a broad array of resources at my firm, to deliver comprehensive service.

My journey to Edward Jones stems from humble beginnings. I was raised by my sister, whose dedication, relentless work ethic and sacrifices left an indelible mark on me. Witnessing this instilled in me a heart...

Work History

  • Edward JonesSeptember 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Liberty UniversityMaster of Science
  • American Military/Public UnivBachelors

Personal Interests

  • Spending Time with Family
  • Reading
  • Podcasts
  • Chess
  • Hunting

Team Members

  • Betty Cattrell
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(251) 679-0657

Fax

(866) 710-4107

Office Address

207-A Shelton Beach Rd
Saraland, AL 36571opens in a new window

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