Jaclyn Jackson, CAP®

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Portfolio Manager

Senior Marketing Manager

Jaclyn Jackson, CAP® is a Senior Marketing Manager and Investment Professional, RJFS at Center for Financial Planning, Inc.® Jaclyn works in the Investment Department, managing client portfolios and performing investment research.

Jaclyn joined The Center in 2008 as an intern and was hired full-time in 2010. Now, she leads the internship program which focuses on professional development and gives interns exposure to all areas of the firm.

Jaclyn is a member of The Center’s Charitable Committee and is passionate about giving back to the community. She has 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