About My Practice
Lyman H. Jackson, CFP® takes a thoughtful, consultative approach to helping his clients assess their situation and build a plan to achieve their long-term financial goals with confidence. His approach is driven by fact that one's finances are not an end, but a means to an end. Mr. Jackson is devoted to helping his clients capitalize on opportunities and being prepared to weather downturns when they occur.
Experience
A 20 year veteran of four major investment firms in Boston, Mr. Jackson has a unique perspective on what it takes to succeed financially. He uses this experience to construct solid plans that are customized to each client situation.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 26, 63, 65
Insurance Licenses
Life insurance: MA, Health/disability insurance: MA, Fixed annuities: MA, Variable annuities: MA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Certificate - Pensions & Employee Benefits
Broker-Dealer Affiliation
Royal Alliance Associates, Inc.
Broker-Dealer Disclaimer
Advisory services offered by Jackson Financial Advisors, Inc., a Registered Investment Advisor. Securities offered by Royal Alliance Associates, Inc. Member FINRA/SIPC. Jackson Financial Advisors is not affiliated with Royal Alliance.
Considerations: JFA offers a range of billing options including % of assets, flat fee or project-based to accommodate client preferences.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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