Find Top Financial Advisors in Jackson, Tennessee

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Jackson, Tennessee
Last Updated - 23-Mar-2023

Jackson has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 18 non-vetted advisors in your local area. These financial advisors in Jackson, Tennessee have an average of 25 years of experience.

NOTE: The list of financial advisors in Jackson, Tennessee mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Jackson, Tennessee.

Qualified Financial Advisors in Jackson, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
Vondal Davidson
575 Mall Blvd Ste L1,
Dyersburg, TN 38024
25 $62 Million $250,000 Fee-Based

Information on Qualified Financial Advisors in Jackson

Qualifications CRD# 4275359
Firm CRD# 164666
Series 7, 63, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets

Office Location 575 Mall Blvd Ste L1,
Phone Number 731-478-6330

Vondal specializes in Retirement Planning, Debt Management, and Tax Planning. He is part of the Investment Policy Committee at Cornerstone Wealth Management and a member of the President Advisory Board at Freed-Hardeman University. He holds the series 7,63 and 66 licenses through LPL Financial. Vondal works diligently with each client to develop a customized financial plan to help them pursue their personal goals. My mission is to help clients and families pursue and maintain financial freedom." Vondal works with clients to help preserve the wealth they've created, as they continue building a legacy for the future generations of family. In his free time, Vondal enjoys the outdoors, attending church with his family and spending time with his new grandson

About Cornerstone Wealth Management

Cornerstone Wealth Management is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. We do that by listening to clients' goals for the future, developing a customized financial plan to follow, and monitoring and adjusting that plan as life changes occur. Our advisors are independent, not affiliated with a particular investment firm, so we offer a wide range of investments and strategies that can help you pursue financial independence. At Cornerstone, the advisors ultimate responsibility is serving his or her clients. By developing an understanding of what their client needs and wants, advisors are able to support the client's interests and strive to preserve the client's assets. By partnering with Cornerstone Wealth Management, clients can feel confident that their best interests will be looked out for not only today, but far into the future.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Top Financial Advisor Firms in Jackson, Tennessee (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
403 N. Parkway , Ste. 101,
Jackson, TN 38305
$1,033,658,494 7725 A percentage of AUM
Hourly charges
Fixed fees
3801 North Highland Avenue,
Jackson, TN 38305
$372,604,117 1361 A percentage of AUM
Hourly charges

    List of Additional Advisors in Jackson, Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amy Eubanks
    Inquire with Amy
    1382 Union University Dr, Jackson, TN  38305 731-891-9078
    Alissa Nance
    Inquire with Alissa
    1382 Union University Dr, Jackson, TN  38305 731-891-9095
    Bobby Hearn
    Inquire with Bobby
    1382 Union University Dr, Jackson, TN  38305 731-891-9093
    Angela Lowery
    Inquire with Angela
    1382 Union University Dr, Jackson, TN  38305 731-891-9081
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1382 Union University Dr, Jackson, TN  38305 731-668-1081
    Jathan Scott
    Inquire with Jathan
    1382 Union University Dr, Jackson, TN  38305 731-891-9084
    The Tomlin Lowery Group
    Inquire with Tomlin
    1382 Union University Dr, Jackson, TN  38305 731-891-9078
    Michael B Key
    Inquire with Michael
    1382 Union University Dr, Jackson, TN  38305 731-891-9090
    Tripp Tucker
    Inquire with Tripp
    1382 Union University Dr, Jackson, TN  38305 731-891-9092
    Mike Tankersley
    Inquire with Mike
    1382 Union University Dr, Jackson, TN  38305 731-891-9080
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?