Who We Are

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Jackson Fleming, CFP®

Financial Planner

Jackson, one of our Financial Planners, is no stranger to financial advising. He graduated from the University of Missouri with a bachelor’s degree in Economics and has been working in the financial industry for several years. As a CERTIFIED FINANCIAL PLANNER TM, Jackson has completed several rigorous educational and ethical requirements to earn this designation. He works closely with the rest of the GDS team to help his clients achieve their financial goals through personalized strategies for retirement savings, wealth management, and various major life events. Jackson is committed to providing his clients with the guidance they need to make informed decisions about their short- and long-term financial goals. He involves clients in the process of creating their plan and monitors and updates the plan over time to help clients stay on track as their needs and the market evolve.

Outside of work, Jackson enjoys spending time with his wife, Ashley, whom he met in college at Mizzou. Jackson was born and raised in St. Louis, where he became a lifelong fan of the Cardinals and Blues, before later moving to Texas for work. Although he is more of a golfer now, baseball and hockey are two of his favorite sports. He spent his whole life playing them and is still a big fan today. At home, Jackson and Ashley enjoy time with their Golden Retriever and cat, and Jackson loves barbecuing—brisket, wings, and ribs are his specialties!

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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