Jacob B. Jackson

Jacob joined Strategic Advisory in January of 2024 as an intern and quickly rose the ranks with his initiative and desire to grow in the profession of financial services. Not only did he become a fully registered representative in a very short time, but by the summer of ’24 he had also become an LPL Registered Principal and now serves as the backup compliance officer for the office.

Jacob is actively building his practice and has participated in conferences in Nashville, Tn., Austin, Tx. and Memphis, TN to help him gain the best knowledge available to serve his clients. As a numbers guy, he particularly enjoys the complexity and intersection of investing, tax, estate planning and insurance. By strategizing with clients to develop a sound financial plan, he helps clients to be tax efficient while also meeting their financial and personal goals.

Jacob is a life-long Memphian and resides in Collerville with his beloved chocolate labrador, Browning. When he isn’t working with clients and building his business, he enjoys golfing and going to Pickwick on the weekends with his family. In the fall, you can frequently find him cheering in the stands of Bryant-Denny stadium in Tuscaloosa for the Tide.