FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Houston, Texas Holistic Wealth Management & Financial Life Planning  •  (281) 890-5800

Team

 

Tom is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, holds other professional financial certifications, and holds a Texas insurance license. If you need quality, professional assistance and expertise...

Read more

P.J. works exclusively in the area of portfolio research and construction, and investment implementation and monitoring.

Read more

Brandy works extensively in accounting and income tax preparation. As our resident Quickbooks expert, you can find her consulting with clients at their office or ours. In addition to her outstanding financial and administrative...

Read more

Aaron Hoff is the newest member to T. Jackson & Company. He has a Bachelor’s Degree from Texas A&M University. He is a licensed registered representative prepared to handle all...

Read more