portrait of Steve Jackson
FINANCIAL ADVISOR

Steve Jackson

CEPA®
315 S Talbert Blvd, Lexington, NC 27292opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Vintage Cars
  • Car Restoration
  • Traveling
  • Volunteering
  • Community Outreach

Team Members

  • Harrison Everhart
    Associate Financial Advisor
    CFP®
  • Kendra Steele
    Registered Branch Associate
  • Angela Louya
    Sr. Branch Office Administrator
  • Caren Hollady
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(336) 224-5329

Fax

(877) 721-2106

Office Address

315 S Talbert Blvd
Lexington, NC 27292opens in a new window

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