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David Jackson, CFP®, CMFC®
Modern Horizons Wealth Advisors

Tel: 816-548-4155
1900 W 47th Pl
Suite 320
Shawnee Mission, KS 66205
Modern Horizons Wealth Advisors | Financial Advisor in Shawnee Mission ,KS

The American dream is also yours. Live it. Explore it.


About David Jackson

David is a Certified Financial Planner and financial advisor for Modern Horizons Wealth Advisors and has 27 years experience. He has a degree in Business Administration from Sioux Falls University.

David has been featured in national and local media outlets seeking his financial expertise. He has been quoted in articles for Black Enterprise Magazine and Michelle Singletary's Color of Money Column and InvestmentNews, a financial trade publication. David is a regular guest on NPR's local affiliate, KCUR's Up To Date program representing The Financial Planning Association of Greater Kansas City. He has also been a regular guest on KCTV5's Better Kansas City. He is a frequent contributor to the Kansas City Call newspaper, providing financial tips in the column Financial Matters. David specializes in retirement planning and working with small business owners. He is an active member for the Financial Planning Association of Greater Kansas City and a member of the Urban Financial Services Coalition.

David has been married to Doris for 29 years and they have 3 children. Their interests include international travel, golf, biking and reading. Highlights of their travels includes walking along the Great Wall of China and taking a photo safari in Kruger National Park in S. Africa.


About Modern Horizons Wealth Advisors

Modern Horizons helps you seek to grow your wealth while reaching your dreams. By combining decades of wealth management knowledge with our diverse staff, we use our shared experiences to provide guidance for your financial wellbeing. Discover how we can personalize strategies for you.

Whether you're preparing for retirement or are in the early stages of building your wealth, we can provide assistance in four key service areas: Investments, Financial Planning, Insurance, and Employee Retirement Plans

See Disclosures

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General Information

Firm Start Year:   2019
No. of Employees:   2-4
Insurance License#:   229609
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   MO, KS
Number of Years with Current Firm:   4
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management

Services

Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Phone, Our Office, Your Office, Video Conference, Email

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Variable Annuity, Long Term Care, Variable Life, Life

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets

Education

Bachelor of Arts  - Business Administration   Sioux Falls  - Sioux Falls SD
9/1/1973-12/27/1977
Bachelor of Arts  - Business Administration   Sioux Falls  - Sioux Falls SD
9/1/1973-12/27/1978

Financial Services

Portfolio Management

Provide well diversified portfolio models for different risk tolerance levels.

Retirement Planning

We provide retirement planning services including assisting with calculating income needs and saving and investment strategies.

Education Funding and Planning

We provide education planning and offer 529 plan, coverdells and UGMAs.

Risk Management

We provide insurance reviews and evaluations. We offer life insurance, annuities, long term care and disability insurance.


Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf


Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 2:00 PM

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