David J. Jackson,  CFP<sup>&reg;</sup> - Financial Advisor

David J. Jackson, CFP®

Modern Horizons Wealth Advisors

1900 W 47th Place, Ste 320
Westwood, KS 66205
FINANCIAL ADVISOR'S WEBSITE
(816) 548-4155

General

David Jackson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modern Horizons Wealth Advisors in Westwood, KS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CMFC

Insurance Licenses

  • Life insurance: Mo, Ks
  • Fixed annuities: Mo, Ks
  • Variable annuities: Mo, Ks

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources