Unclaimed
Jackson Alexander Courtney is an investment advisor representative with Financial Consulate, based in Hunt Valley, MD. Jackson has been in the industry since May 2023. Jackson is a Certified Financial Planner™ professional. Jackson's areas of specialization include: retirement planning, college savings, financial planning, estate planning, insurance and risk management, and investment management. Jackson has been involved in a variety of community organizations, including the United Way and the Baltimore Symphony Orchestra.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax, accounting & estate advisory
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
06/02/2023 - Present
Financial Consulate (HUNT VALLEY MD)
Active
Inactive
Not sure Jackson Courtney is the right advisor for you? Invested Better is here to help.