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Team photo for Steinmetz Jackson Wealth Management Group
Steinmetz Jackson Wealth Management Group
A private wealth advisory practice of Ameriprise Financial Services, LLC

Meet the team

James Jackson

Financial Advisor
Vice President
Steinmetz Jackson Wealth Management Group
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education
  • Business owner exit financial planning
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies

Education

  • Bachelor of Arts, Business Administration, MoreHouse College, Atlanta, Georgia

Previous experience

  • Financial Advisor, Ameriprise Financial, 2026-Present, Fort Lauderdale, FL, 0
  • Financial Advisor, Merril Lynch, 2014-2018, Plantation, FL, 4
  • Financial Advisor, Janney Montgomery Scott LLC, 2018-2026, Fort Lauderdale, FL, 8

Community participation

Steinmetz Jackson Wealth Management Group - Community participation photo

Previously Served as American Cancer Society Broward Volunteer Leadership Board.

Interests

A South Florida native who enjoys international travel, discovering new foods, and embracing nature.