{"id":601,"date":"2021-10-11T15:21:03","date_gmt":"2021-10-11T15:21:03","guid":{"rendered":"http:\/\/tbradyandassociates.com\/site\/?page_id=601"},"modified":"2021-10-11T15:26:59","modified_gmt":"2021-10-11T15:26:59","slug":"our-team-phil-jackson","status":"publish","type":"page","link":"https:\/\/tbradyandassociates.com\/site\/our-firm\/our-team-phil-jackson\/","title":{"rendered":"Our Team &#8211; PHIL JACKSON"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; admin_label=&#8221;HERO&#8221; _builder_version=&#8221;4.11.2&#8243; _module_preset=&#8221;default&#8221; background_video_mp4=&#8221;https:\/\/player.vimeo.com\/external\/627607595.hd.mp4?s=3ba05b5555ebaa45e1834efe27aae3d73ebbf0ba&#038;profile_id=175&#8243; background_video_pause_outside_viewport=&#8221;off&#8221; bottom_divider_style=&#8221;curve&#8221; bottom_divider_color=&#8221;#dbdcdb&#8221; bottom_divider_height=&#8221;50px&#8221; global_module=&#8221;598&#8243; saved_tabs=&#8221;all&#8221; 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_builder_version=&#8221;4.11.2&#8243; header_font=&#8221;|700|||||||&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; use_border_color=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h1>PHIL JACKSON, MBA, CLU\u00ae, CFP\u00ae<\/h1>\n<h3>Managing Director of Insurance Marketing<\/h3>\n<p>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\u2019s focus is to help solve problems and find creative solutions that uniquely address our clients\u2019 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\u00ae (CLU\u00ae) and a CERTIFIED FINANCIAL PLANNER\u2122 (CFP\u00ae) professional. He holds a BA in Marketing and Business Administration from Indiana Wesleyan University and an MBA from Palm Beach Atlantic University.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;http:\/\/tbradyandassociates.com\/site\/our-firm\/#OURTEAM-OP&#8221; button_text=&#8221;Back to the Team&#8221; button_alignment=&#8221;center&#8221; admin_label=&#8221;BUTTON &#8211; Back to Team (OP)&#8221; _builder_version=&#8221;4.11.2&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#4C4C4C&#8221; button_bg_color=&#8221;#dad7c5&#8243; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;8px&#8221; button_use_icon=&#8221;off&#8221; global_module=&#8221;589&#8243; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;rgba(48,48,48,0.88)&#8221; button_bg_enable_color__hover=&#8221;on&#8221; button_text_color__hover_enabled=&#8221;on|hover&#8221; button_text_color__hover=&#8221;#dad7c5&#8243;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; 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background_image=&#8221;http:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/site_images_lrg_1920x1200_FTR_01C.jpg&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; top_divider_style=&#8221;curve&#8221; top_divider_color=&#8221;#fcfcfc&#8221; top_divider_height=&#8221;50px&#8221; top_divider_flip=&#8221;vertical&#8221; global_module=&#8221;335&#8243; saved_tabs=&#8221;all&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;4&#8243; admin_label=&#8221;FOOTER &#8211; LOGO&#8221; _builder_version=&#8221;4.9.7&#8243; width=&#8221;100%&#8221; custom_padding=&#8221;50px||0px||false|false&#8221; width_unit=&#8221;off&#8221; custom_width_percent=&#8221;100%&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; 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admin_label=&#8221;FOOTER &#8211; COLUMNS&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.9.7&#8243; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Boston Office<\/strong><br \/>180 Canal Street, Suite 502<br \/>Boston, MA 02114<br \/>Phone: 617-266-0019<br \/>Fax: 617-266-0087<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text disabled_on=&#8221;off|off|off&#8221; admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.9.7&#8243; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>San Francisco Office<\/strong><br \/>120 N. El Camino Real<br \/>San Mateo, CA 94401<br \/>Phone: 650-347-0276<br \/>Fax: 650-347-6078<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.9.7&#8243; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>New York<\/strong><br \/>112 W. 34th Street<br \/>Suite 1700<br \/>New York, NY 10120<br \/>Phone: 212-946-4784<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.9.7&#8243; link_text_color=&#8221;#FFFFFF&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Grand Rapids<\/strong><br \/>3333 Grand Ridge Drive NE<br \/>GrandRapids, MI 49525<br \/>Phone: (616) 719- 5007<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;FOOTER &#8211; DISCLOSURE&#8221; _builder_version=&#8221;4.9.7&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_image=&#8221;http:\/\/tbradyandassociates.com\/site\/wp-content\/uploads\/2021\/06\/site_images_lrg_1920x1200_FTR_01C.jpg&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; global_module=&#8221;340&#8243; saved_tabs=&#8221;all&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row admin_label=&#8221;DISCLOSURE&#8221; _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_margin=&#8221;0px||||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER DISCLOSURE&#8221; _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;|300||on|||||&#8221; text_text_color=&#8221;#f4f4f4&#8243; text_font_size=&#8221;11px&#8221; text_line_height=&#8221;1.6em&#8221; link_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;justified&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Securities Offered Through Valmark Securities, Inc. Member <a href=\"https:\/\/brokercheck.finra.org\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a>, <a href=\"https:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a> 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201\u00a0<strong>Thomas Brady &amp; Associates<\/strong> is a Separate Entity From Valmark Securities, Inc.\u00a0Neither <strong>Thomas Brady &amp; Associates<\/strong> nor Valmark Securities, Inc. provides legal or tax advice.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>PHIL JACKSON, MBA, CLU\u00ae, CFP\u00ae 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\u2019s focus is to help solve problems and find creative solutions that uniquely address our clients\u2019 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\u00ae (CLU\u00ae) and a CERTIFIED FINANCIAL PLANNER\u2122 (CFP\u00ae) 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\u00ae, CFP\u00aeManaging Director of Insurance Marketing Boston Office180 Canal Street, Suite 502Boston, MA 02114Phone: 617-266-0019Fax: 617-266-0087San Francisco Office120 N. El Camino RealSan Mateo, CA 94401Phone: 650-347-0276Fax: 650-347-6078New York112 W. 34th StreetSuite 1700New York, NY 10120Phone: 212-946-4784Grand Rapids3333 Grand Ridge Drive NEGrandRapids, MI 49525Phone: (616) 719- 5007Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, T. 1.800.765.5201\u00a0Thomas Brady &amp; Associates is a Separate Entity [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":315,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<!-- wp:paragraph -->\r\n<p>This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p>\r\n<!-- \/wp:paragraph -->\r\n\r\n<!-- wp:quote -->\r\n<blockquote class=\"wp-block-quote\"><p>Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. 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