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David Z. Jackson
David Z. Jackson
Financial Advisor
Financial Planning Associate
433 South Main Street
West Hartford, CT 06110
tel: 860-313-7125
toll free: 800-243-3154
fax: 860-313-7272
Email Me
Welcome Education Honors Experience Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • Series 7, 66, Life, Health & Accident Insurance Licensed, 2007
  • BS - Business Management, 1989
    University of Bridgeport
    Bridgeport, CT
  • ABR - Accredited Buyers Rep, 1998
    Kaplan
    Danbury, CT
  • Financial Planning Specialist
Honors and Recognitions
  • Wrestling Coach of the Year - 1990, 1992, 1996, 1999 & 2001
  • Sales Manager of Year - Aramark - 2006
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    West Hartford, CT
  • 2002 - 2007: Aramark Corporation
    New England Group Sales Manager
    Rocky Hill, CT
  • 1998 - 2002: Cintas Corporation
    Service Sales Trainer
    Olathe, KS
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Cash Management
Bulletin Board
  • For information about upcoming seminars and events that may be of interest to you or someone you know, click on the Seminars and Events link on the right-hand side of this web page.
  • You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
  • As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? I work with business owners to create and implement qualified retirement plans.
David Z. Jackson is licensed in the following state(s): CT, MA, NY, PA, RI, VT
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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