Stefan Jackson


Jackson Wealth Management

Financial Planner & Portfolio Manager

Stefan Jackson


Jackson Wealth Management

Financial Planner & Portfolio Manager

Providing Families Comprehensive Financial Planning and Personalized Investment Portfolios - Stefan Jackson, CFP®


Providing individuals and families tailored financial solutions based on their stage of life

Meet Stefan Jackson

Stefan's primary focus is helping his clients achieve a peace of mind knowing their money and wealth is being managed in a way that enables them to pursue what is most important to them without having to worry about their financial ability to attain, maintain, and protect that which they are seeking. Whatever it is that you are pursuing, he would love to partner with you or at least point you in the right direction.

JWM is an independent, fee-only firm that provides comprehensive financial planning in the following areas: retirement planning including investment and tax planning, cash flow and debt management, education, insurance and even estate planning. I also offer two types of service offerings to fit your situation: (1) One-time project-based plans; and (2) Highly personalized investment management solutions with ongoing financial planning included.

To connect, Stefan is happy to meet over the phone, virtually or in-person if you live along the Front Range. He also provide complimentary investment consultations and any recommendations provided are yours to keep even if you decide not to move forward with either service.

Brief background: Stefan has been in the financial & accounting industries for close to a decade. Prior to founding JWM, Stefan worked as a Financial Advisor at Personal Capital, Lincoln Financial Advisors and AIG Retirement Services. He attended Seminary where he earned his Master's of Divinity and before that, he attended the University of Colorado at Boulder where he earned his Bachelor's in Finance. He has obtained a Certificate in Financial Planning from Northwestern University School of Professional Studies and has passed Level I of the Chartered Financial Analyst (CFA) Program. Stefan is also a CERTIFIED FINANCIAL PLANNER™ professional. 

Stefan and his wife are both Colorado natives and have three children. When they aren't running around to sporting events they make every effort to enjoy all that Colorado has to offer, especially skiing. 

Stefan Jackson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

Contact Stefan Jackson

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Office Locations:

  • 115 Wilcox St
    Suite 220
    Castle Rock, CO 80104

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