Jaclyn Jackson

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Portfolio Administrator, Financial Associate

Portfolio Administrator, Financial Associate

Jaclyn Jackson is a Portfolio Administrator at Center for Financial Planning, Inc.® A member of the Investment Department, Jaclyn manages client portfolios and performs investment research.

Jaclyn joined The Center in 2008 as an intern and was hired full-time in 2010. Now, she manages The Center’s internship program and has crafted a program that focuses on professional development and exposure to all areas of The Center’s operations.

Jaclyn is a member of The Center’s Charitable Committee and is passionate about giving back to the community; she is currently pursuing the Chartered Advisor in Philanthropy® (CAP®) certification. Additionally, Jaclyn is an active volunteer as a City Year Detroit Alumni Board Member, Metro Detroit Impact 100 Member, and ELITE Women Youth Mentor.

Jaclyn lives in Ferndale and enjoys traveling.

EDUCATION:

  • Bachelor of Arts, University of Michigan 

CERTIFICATIONS & LICENSING:

  • Series 7 and Series 66 Securities Licenses