My father started as an Edward Jones financial advisor when I was three months old and retired after 33 years with the firm. My parents taught me from a young age the importance and value of investing and by following this discipline, what it would do for my family later in life. There were many discussions around the dinner table on how dad helped his clients reach their financial goals. I knew by the time I was a freshman in high school that I wanted to become a financial advisor for Edward Jones after graduating college.
I graduated from Butler University in May 2004 and became a financial advisor in September 2005. I moved back to my hometown in May 2006 to begin my career. I then became a limited partner in 2015. I met my wife, Amy, at Butler University and we now have two amazing children.
I am proud to say that, as a financial advisor, I am living out my life-long dream. I have a deep desire to partner with my clients to make sure I understand their financial goals and to help them develop a strategy to reach those goals. Developing those personal relationships is important. Having the opportunity to improve the community in which my clients live and my hometown since childhood is important to me.
We partner with our clients' professional team, including their CPA and attorney, in making key decisions.
Our office team in Seymour, IN consists of myself, Cinda Burris and Tonja Couch. They think of our clients as extended family and strive to go the extra mile to serve you, the client.
Giving back to the community that has provided so much for my family is important. I have served on the boards of Jackson County United Way, Girls, Inc. and Seymour Chamber of Commerce. I am also a deacon at my church.
I am thankful for the opportunity so many have provided to me for the past 16 years. Give us a call or stop by the branch. Our team looks forward to partnering with you to begin the journey toward financial security.
- Charitable Giving
- Estate & Legacy Strategies
- Insurance & Annuities
- College Savings
- Retirement Income Strategies
- Business Retirement Plans
Office Address201 S Chestnut St
Seymour, IN 47274 opens in a new window
Phone NumberAdam R Jackson at (812) 523-8153
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|Thu||08:00AM - 05:00PM|
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