Jackson works closely with the firm’s advisory team to solve clients’ complex financial issues. He helps create comprehensive financial plans and implement personalized investment strategies for clients based on their short-term and long-term goals. Jackson has been passionate about wealth management from a young age, and he enjoys assisting clients in preserving and growing their wealth through a plan-focused approach.

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 in 2022 while pursuing his undergraduate education and is now a full-time member of the firm.

Jackson is committed to continuously expanding his financial knowledge. He is pursuing a master’s degree in taxation from Penn State’s Smeal College of Business. Jackson is also studying to become a Registered Investment Advisor Representative (Series 65), a CERTIFIED FINANCIAL PLANNER™ professional, and 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.