PHIL JACKSON, MBA, CLU®, CFP®
Managing Director of Insurance Marketing
Phil Jackson is the Managing Director of Insurance Marketing for our partner, Valmark Financial Group. In his role, he provides insurance-focused planning solutions to our clients, including estate analysis and business and retirement planning strategies. He is specialized in both life and long-term care insurance. Mr. Jackson’s focus is to help solve problems and find creative solutions that uniquely address our clients’ needs. In addition to his Series 7 and 24 registrations as well as Ohio Life, Health and Variable licenses, Mr. Jackson is a Chartered Life Underwriter® (CLU®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He holds a BA in Marketing and Business Administration from Indiana Wesleyan University and an MBA from Palm Beach Atlantic University.
PHIL JACKSON, MBA, CLU®, CFP®
Managing Director of Insurance Marketing
Boston, MA
180 Canal Street
Suite 601
Boston, MA 02114
Phone: (617) 266-0019
Fax: (617) 266-0087
San Francisco, CA
120 N. El Camino Real
San Mateo, CA 94401
Phone: (650) 347-0276
Fax: (617) 266-0087
New York, NY
112 W. 34th Street
Suite 1700
New York, NY 10120
Phone: (617) 266-0019
Grand Rapids, MI
171 Monroe Avenue NW
Suite 800
Grand Rapids, MI 49503
Phone: (616) 719- 5007
Akron, OH
130 Springside Drive
Suite 103
Akron, OH 44333
Phone: (617) 266-0019
Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201 Thomas Brady & Associates is a Separate Entity From Valmark Securities, Inc. Neither Thomas Brady & Associates nor Valmark Securities, Inc. provides legal or tax advice.
To the extent any material on this website (including any attachments) concerns tax matters, it is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed within.
Any publication or other material on this website is for informational purposes and does not contain or convey legal advice. The information herein should not be used or relied upon in regard to any particular facts or circumstances without first consulting a lawyer.
