Richard Jackson

Richard Jackson

Retirement Planning Specialist

Phone: (248) 641-3511
E-mail:

CA Insurance License Number: 0K06181

I thoroughly enjoy helping people organize and simplify their financial goals and objectives.  I take pride in helping clients figure out what they want to accomplish financially and the best way to achieve those goals.  I spend over half my time working closely with local school systems, at the district level, including individual teachers and staff.  The remainder of my time is spent planning with individual clients and families.

I have been with my current broker-dealer, now Equitable Advisors, since 1993.  I am a graduate of Western Michigan University, with a Bachlor of Science degree in Communications and a minor in Business.  I also attended an Executive Education program at The Wharton School of Business at the University of Pennsylvania.  Through this program, I obtained the title of Retirement Planning Specialist.  I have obtained my Series 6,7,63,65 registrations and Life & Health Licenses.  With these credentials, I am qualified to discuss and recommend Fixed-Income & Equity Investments, Investment & Advisory Accounts, IRA's, 529 Plans, Life Insurance, Annuities, Disability and Long-Term Care Insurance.

I live in Rochester Hills, MI with my wife, Angel and our two children Abby and Nico.  Away from the office, I enjoy watching and participating in sports of all varieties. I have coached my kid's sports teams in almost every season of soccer, baseball, softball and basketball and have loved every minute of it!

 

Wharton University of Pennsylvania Aresty Institute of Executive EducationEquitable Advisors

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