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Susan, a Retired Executive from New York
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.
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
CORNERSTONE WEALTH MANAGEMENT 575 Mall Blvd Ste L1, Dyersburg, TN 38024 |
25 | $62 Million | $250,000 | Fee-Based |
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,
Dyersburg,
TN
38024
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
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 |
| SILVER OAK SECURITIES, INC.
403 N. Parkway , Ste. 101, Jackson, TN 38305 |
$1,033,658,494 | 7725 |
A percentage of AUM Hourly charges Fixed fees |
| SOUTHERN CAPITAL ADVISORS, LLC
3801 North Highland Avenue, Jackson, TN 38305 |
$372,604,117 | 1361 |
A percentage of AUM Hourly charges |
* 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 |
Grow your AUM with pre-qualified leads!
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