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 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 and Life & Health Licenses.  With these licenses, 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!

Securities and investment advisory services offered through Equitable Advisors (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

MainStreet Financial Services is not owned or operated by Equitable Advisors or its affiliates.

CA Insurance License Number: 0K06181

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