Todd Jackson
Senior Vice President, Financial Advisor
CFP®
Office Information
Contact Todd
Team Office
Todd’s Locations
Glen Allen, VA 23060 (804) 237-5980
About Todd
Todd is dedicated to helping clients build, manage, and preserve wealth through an individualized approach to financial planning. With more than 35 years of experience in financial services, he works closely with individuals, families, business owners, foundations, and trusts to develop strategies aligned with their goals and financial circumstances.
He believes effective wealth management begins with understanding each client’s broader financial picture and building strong relationships to support thoughtful decision-making. Todd focuses on providing attentive service and clear communication, helping clients make informed financial decisions while keeping their long-term objectives in mind.
Outside of work, Todd enjoys spending time with his wife, Kathy, their three children, and their grandchildren. Originally from Cincinnati, he values family, meaningful relationships, and community involvement.
Additional licenses and designations
- CA Insurance License # 0D24202
Let’s craft your future, together
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One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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