Jackson has been passionate about wealth management from a young age. He enjoys working closely with clients to solve their complex financial issues through a plan-focused approach that provides clarity and guides clients on a path of long-term wealth accumulation.
Jackson graduated summa cum laude from The Pennsylvania State University with degrees in accounting and business and honors through Schreyer Honors College. Jackson joined Kooman & Associates as an intern while pursuing his undergraduate education before becoming a full-time member of the firm.
Jackson is a CERTIFIED FINANCIAL PLANNER®, Registered Investment Advisor Representative (Series 65) and holds the Pennsylvania Life and Health Insurance license. He is committed to continuously expanding his financial knowledge to better serve his clients. Jackson attained his master’s degree in taxation from Penn State’s Smeal College of Business. He is also in the process of studying to be a Certified Public Accountant
Jackson lives in Bellwood with his wife, Maggie. In his free time, Jackson enjoys reading, listening to classical music, and getting involved in the community.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Please Note: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed as a guarantee that you will experience a certain level of results if the investment professional or the investment professional's firm is engaged, or continues to be engaged, to provide investment advisory services.