I grew up in the rural Minnesota farming community of Staples. When I was a young teenager, I remember sitting with my parents as they met with their financial advisor. Upon direction from my father, at the young age of 18, I began my own investing journey. I still remember hearing my dad's words and advice stressing the importance of saving and planning. He assured me that those efforts will, later in life, provide many options and choices to accomplish my goals.
I have always had a strong passion and fascination of caring for people through sound financial strategies. Now that I am serving clients as a financial advisor here at Edward Jones, I get to utilize that passion to find out what is most important to each client and then use our established process to come up with a personalized strategy to help achieve each and every one of their goals.
My wife, Melinda, and I are raising our two children, Korey and Macy, here in the Brained Lakes area. Being a father for the past 19 years has taught me that both perspective and humility are paramount! There are few things in life more important than family. Watching our kids grow and being a part of their lives is more rewarding than I could ever have imagined.
As my lifelong passion for learning continues, I earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation, or CFP®, in May 2021 This credential will enable me to better serve clients while partnering with them for their lifetimes to achieve their financial goals and dreams.
Chris Lindberg, Branch Office Administrator, has been my business partner serving clients since 2011. Chris grew up in Aitkin, MN. She and her husband, Tim, live near Crosby.
Our branch team here in Crosby serves clients who value complete financial strategy services. We partner with our clients for life, to understand what is most important to them, so that we can use our established process for the development of a personalized strategy to help them achieve their goals.
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Insurance & Annuities
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Coaching Sports
- Landscape Design
Phone NumberSeth R Jackson at (218) 546-5302
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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