Team

Larry D. Jackson, CFP®

Vice President, Senior Wealth Advisor

Team

Larry D. Jackson, CFP®

Vice President, Senior Wealth Advisor

Larry D. Jackson is a Certified Financial Planner and serves as the Vice President and Senior Wealth Advisor at Quotient Wealth Partners. With a track record spanning over 18 years in the field of wealth advisory, Larry specializes in guiding clients through the intricate journey of retirement planning, emphasizing financial planning, distribution strategies, liquidity management, and tax optimization. His clientele includes a diverse spectrum, with a keen focus on corporate employees and small business owners. Leveraging his tenured background working at large financial institutions, Larry combines his wealth of corporate experience with a commitment to delivering personalized financial solutions as an independent fiduciary.

He holds a Bachelor of Science in Biology from Tarleton State University and actively contributes to his community by serving on various local rodeo committees and volunteering for the local High School Bass Fishing Club. When he’s not immersed with his clients, Larry cherishes moments with his beloved wife, Amy, and their children, John, Cameron, and Colt, alongside their beloved canine companions, Jake and Mille. He also finds joy in the great outdoors, pursuing his passions for hunting and fishing.

Headshot of Larry Jackson

CFP® – Certified Financial Planner

The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements.  Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions.  In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.