Kevin Jackson, CFP^®

Designations and licenses

Kevin is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Kevin provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Kevin was an investment counselor with Fisher Investments, where he managed a book of over 200 households, provided advice for clients and helped them reach their investment goals. Before that, he was a financial advisor with J.P. Morgan.

Kevin holds a bachelor’s degree in finance from the University of North Texas.

Personal interests

Away from the office, Kevin enjoys serving at his church, Brazilian jiujitsu with his family, hiking, camping and waterfowl hunting.

Kevin’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.