Dickerson Jackson & Associates LLC

Description

A CERTIFIED FINANCIAL PLANNER™ practitioner with over 20 years of experience in financial services, Jeff Dickerson has achieved a distinguished career in financial services by putting his clients' interests first and providing personal service.

Dickerson Jackson & Associates, LLC. Financial Planning/Asset Management "Personal Attention for Personal Wealth" "Personal Attention for Personal Wealth" is more than just a slogan. It is the foundation on which we have established our business. Welcome to Dickerson Jackson & Associates, LLC and our personal approach to investing. Providing sound financial planning and investment advice-along with a high level of personal service to our clients-has been the hallmark of our partnership since we started working together in 1992.

A CERTIFIED FINANCIAL PLANNER™ practitioner with over 20 years in financial services, Todd specializes in working with small business owners and foundations, personal trust services and portfolio analysis. In addition, Todd served for two years as the Business Analyst on the 1140 AM WRVA morning news program.

He specializes in comprehensive investment and retirement planning services, and he has worked with employees and retirees from some of the Richmond area's largest private employers.

Jeff most recently served as a Vice President-Investments with UBS Financial Services, where he also held the position of Investment-Limited Partner with predecessor J.C. Bradford & Co. He also served as a Senior Vice President with Wheat First Butcher Singer, a predecessor firm of Wells Fargo Advisors, and as a Service Business Development Specialist with Charles Schwab & Company for five years. Jeff attended James Madison University and graduated from The Financial Planning Institute. L.

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