Irwin (Bud) Jackson

 

Senior Financial Advisor, Managing Partner
CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Consultant ® (ChFC®) and Chartered Life Underwriter ® (CLU) designations; Series 7, 24 and 66 registrations; Wells Fargo Premier Advisors

Experience:  41 years

Education: Bachelor of Arts in Business Administration, Grove City College

Specialty Areas: Helping high net worth individual, corporate and trust clients structure balanced investment portfolios designed to address their long-term financial goals through estate investment planning, business continuity and wealth transfer services.

“My mission is to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity.”

The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors/Wells Fargo Advisors Network and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.