Our Team
Our team puts our clients at the center of everything we do to ensure they have a delightful experience. We find it gratifying that many of the people we work with recommend us to their colleagues, family and friends. If you are seeking a different level of customized financial solutions, we invite you to get to know us. It starts with a conversation, building a foundation that helps us get to know you, your family and financial situation. We can offer to work together to deliver investment recommendations designed to specifically address your goals.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Virtual Meetings
For our clients and prospective clients who prefer to meet via conference call or video call, we can host meetings virtually via Webex, a secure online conferencing service.
For existing clients, we can conduct full portfolio reviews and financial planning meetings.
For prospective clients, we can do a complimentary stress test on your portfolio and conduct a financial or retirement plan, at no cost or obligation.
It's a very simple process: once a meeting date/time is established, we will email you a Webex link that you click on and you'll be taken directly into the virtual meeting. Webex is a safe and secure way to have virtual meetings.
How can we help?
Give us a call – 954.762.4472
Send us an email – jcjackson@janney.com
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
James Jackson Featured in VoyageMIA
James Jackson Q&A
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.