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Lyman H. Jackson - President and FounderPresident and Founder
Phone: 617-630-4978 Mr. Jackson is president and founder of Jackson Financial Advisors, an independent financial planning and investment advisory firm. Mr. Jackson has over 25 years’ experience in the investment industry. He specializes in helping clients with planning for retirement, retirement income planning, investment* management, college funding*, and retirement plan design for small businesses. Mr. Jackson has held sales, relationship management, marketing and client service positions at several well-known investment firms, including Fidelity, Evergreen, Scudder Kemper, and Columbia Funds. He ran a four-person retail brokerage office for Fidelity in Danbury, Connecticut where he conducted retirement investing seminars. Reflecting his strong commitment to clients, he pioneered the development of a first-of-its kind client retention program for Fidelity’s largest institutional clients. With extensive experience producing investor education programs, Mr. Jackson has served as creator and editor of several investor guides and newsletters in the areas of retirement planning, domestic and international investing and education funding. Lyman also has published several articles on these subjects and has been a guest on local radio talk shows. Mr. Jackson is active in several charitable organizations including the United Parish of Auburndale in Newton where he served as Moderator. He is also past president of the Rotary Club of Charles River serving Framingham, Natick and Wellesley. Lyman lives in Natick with his wife and three young children. *Securities offered through Royal Alliance Associates. 
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This communication is strictly intended for individuals residing in the states of CT, MA, NH, NJ, NY, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced. |