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Certified Financial Planners in Mississippi

Certified Financial Planners in Jackson, MS

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Here is a complete list of nearly every local Certified Financial Planners in Jackson, MS.

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21 results found

Karl Byrd Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Executive Vice President • Chief Executive • Vice President • Financial Manager • Security • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Security Ballew, Inc., Executive Vice President at Security Ballew Wealth Management
Title:
Partner, Security Ballew, Inc.
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Security Ballew, Inc. Partnersince May 1989Security Ballew Wealth Management Executive Vice Presidentsince 1989
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David Morse Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Coker and Palmer Investment Securities, Inc.
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Coker and Palmer Investment Securities, Inc. Certified Financial Plannersince Sep 2000
Skills:
Retirement Planning, Wealth Accumulation Strategies, Wealth Preservation Planning, Fixed Income,...
Full Profile

Greg Breland Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Breland Financial Group
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Breland Financial Group Certified Financial Plannersince Dec 1984
Full Profile

Blake Headley Jackson, MS

Professions & Specialties

Portfolio Manager • Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Financial Analyst • Operations Manager • Financial Compliance Examiner • Auditor • Controller • Sports Trainers • Sports Game Coach

Experience & Education

Position:
Managing Director I Portfolio Manager; CFP® at Blacksummit Financial Group, Inc.
Title:
Managing Director | Portfolio Manager; CFP®
Location:
Jackson, Mississippi Area
Industry:
Investment Management
Work history:
Blacksummit Financial Group, Inc. Managing Director I Portfolio Manager; CFP®since Jan 2009BankPlus Commercial Lending1997 - 2009
Skills:
Financial Analysis, Banking, Credit Analysis, Credit
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Reginald Thompson Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Thompson Wealth Advisors
Title:
Certified Financial Planner
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Thompson Wealth Advisors - Jackson, Mississippi AreaCertified Financial Plannersince 2011Allen Financial Group - Jackson, Mississippi AreaFinancial Representative2008 - 2011
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Stephen Griner Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Merrill Lynch
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Merrill Lynch Certified Financial Planner
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Wade Watts Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER(TM) at UBS, Wealth Strategy Associate at UBS
Title:
CERTIFIED FINANCIAL PLANNER(TM)
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
UBS CERTIFIED FINANCIAL PLANNER(TM)since May 2010UBS Wealth Strategy Associatesince May 2010
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Rita Parker Jackson, MS

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP(tm) Financial Advisor at Wachovia Securities LLC
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Wachovia Securities LLC CFP(tm) Financial Advisor
Full Profile

Joseph Simpson Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Morgan Stanley Smith Barney
Title:
CFP at Smith Barney
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CFPsince Feb 2009
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Stephen Griner Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Morgan Keegan
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Full Profile

Steven Griner Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Merrill Lynch
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Full Profile

Steven Griner Jackson, MS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Morgan Keegan
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Full Profile

Jason Branning Jackson, MS

Professions & Specialties

Co-Founder • Owner • Founder • Founding Member • Chief Executive

Experience & Education

Position:
Co-Founder at Modern Retirement Theory (MRT, LLC), Owner at Branning Wealth Management, LLC
Location:
Jackson, Mississippi Area
Industry:
Investment Management
Work history:
Modern Retirement Theory (MRT, LLC) Co-Foundersince Jan 2010Branning Wealth Management, LLC Ownersince Mar 2009
Skills:
Retirement Planning, Asset Managment, Estate Planning, Strategic Financial Planning
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, Inc.
Full Profile

Jim Warren Jackson, MS

Professions & Specialties

Chief Executive Officer • Corporate Executive • Chief Executive

Experience & Education

Position:
CEO at Durfold Corporation
Location:
Jackson, Mississippi Area
Industry:
Furniture
Work history:
Durfold Corporation CEOsince Dec 2003CFP Group Architect1999 - 2003
Full Profile

John Bergland Jackson, MS

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Jurist • Legal Counsel • Tour Guide • Education Professional • Instructor

Experience & Education

Position:
President at Bergland Wealth Management, Inc.
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Bergland Wealth Management, Inc. Presidentsince Oct 1985
Skills:
Master of Divinity, Master of Christian Education, Certified Financial Planner(r), Accredited...
Full Profile

Charles Goldberg Jackson, MS

Professions & Specialties

Supporting Member • Team Member • Cooks • Associate Attorney • Law Specialist • Lawyers • Trust Law Attorney

Experience & Education

Position:
Associate Attorney at Copeland, Cook, Taylor & Bush
Title:
Associate Attorney--Taxation, Business, Estates & Trusts at Copeland, Cook, Taylor & Bush
Location:
Jackson, Mississippi Area
Industry:
Law Practice
Work history:
Copeland, Cook, Taylor & Bush Associate Attorneysince Jun 2009
Full Profile

Danny Matthews Jackson, MS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Financial Director • Founder • Founding Member • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at National Planning Corporation (NPC), CFO at Sound Financial Strategies Group,...
Title:
Co-Founder of Sound Financial Strategies Group, Inc.
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
National Planning Corporation (NPC) Financial Advisorsince 2008Sound Financial Strategies Group, Inc. - Flowood, MSCFOsince Dec 1993
Skills:
Public Speaking, Financial Planning, Investments, Retirement Planning, Asset Management, Portfolio...
CFP
Full Profile

Chad Mays Jackson, MS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Representative • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Managers • Customer Service • Client Service Officer • Master of Business Administration • Financial Manager • Operations Manager • Workforce Development Specialist • Training and Development • Student Worker

Experience & Education

Position:
Associate Financial Consultant at Charles Schwab
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
Charles Schwab Associate Financial Consultantsince Jun 2010Fidelity Investments Retirement RepresentativeFeb 2003 - Jul 2010
CFP
Full Profile

Eddie Carlisle Jackson, MS

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Supporting Member • Team Member • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Advisor at Medley & Brown, LLC
Location:
Jackson, Mississippi Area
Industry:
Investment Management
Work history:
Medley & Brown, LLC Advisorsince May 2006Watkins & Eager PLLC AssociateJun 2001 - May 2006
Certifications:
Certified Financial Planner™, Certified Financial Planner Board of Standards, Inc.
Full Profile

John Hill Jackson, MS

Professions & Specialties

Managing Partner • Partner • Chief Executive • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at WealthPartners, LLP
Title:
Managing Partner, WealthPartners, LLP
Location:
Jackson, Mississippi Area
Industry:
Financial Services
Work history:
WealthPartners, LLP - Jackson, Mississippi AreaManaging Partnersince Dec 1989NFP Affiliate and Registered Representative1996 - 2011
CFP Professionals
Full Profile

Henry Dick Jackson, MS

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Orderly • Supporting Member • Construction • Team Member • Lecturer • Postsecondary Teacher • Chairperson • Board Member • Board Director • Treasurer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Sewer

Experience & Education

Office:
Page, Mannino, Peresich & McDermott, P.L.L.C.
460 Briarwood Drive, Suite 415, Jackson, MS 39236
Phone:
(601) 896-0114 (Phone)
Specialties:
Estate planning and wealth management, Wills and trusts
ISLN:
911266519
Admitted:
1996, Mississippi, 1996, United States District Court for the Northern and Southern Districts of Mississippi
Biography:


Henry Dick is a member of Page, Mannino, Peresich & McDermott, PLLC. He oversees the...
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Certified Financial Planners near Jackson, MS0123Ridgeland


Certified Financial Planners around Jackson, MS

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Certified Financial Planners in Mississippi

Sub-specializations