A culture of service From a collaborative, family team
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 Registered Investment Advisor Representative (Series 65). He is committed to continuously expanding his financial knowledge to better serve his clients. Jackson is pursuing a master’s degree in taxation from Penn State’s Smeal College of Business. He is also in the process of becoming a CERTIFIED FINANCIAL PLANNER® professional and 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.