About Rich
Son, Husband, Father, Friend
At JWS I have the privilege of helping clients make smart choices with their money. We work with Retirees and Pre-Retirees, Business Owners, and Successful Professionals on aligning their financial decisions with their deepest held values. I have been in the financial services industry since 2002 helping clients develop financial plans that are guided by what is most important to them. I hold two professional designations: ChFC and LUTCF.
I graduated from Furman University in Greenville, SC. While at Furman, I played defensive back on the football team. After graduation, I returned home to Cincinnati. Our family now lives in Ross, OH.
More about Rich
I'm married to my best friend, Melissa. We have three children, Richie Jr., Mia, and Parker. My faith and family inspire me every day. For a recovering athlete who sometimes pretends to be young again, I'm bless beyond measure.
The Future is Bright
Richie Jackson Jr. (RJ)
2022 Graduate of Ross High School, in Hamilton Ohio. Set to Graduate in the spring of 2025 from Miami University's Farmers School of Business, in Oxford, OH with a degree in Finance and a minor in History. At the Farmers School of Business, RJ's courses in finance, accounting, and economics are preparing him to be a problem solver and a resource to the clients we serve. Richie Jr. recently became a licensed insurance agent in the state of Ohio and I'm currently preparing to take the Securities exam. In his free time, Richie enjoys playing golf even if what others see doesn't appear to look anything like golf.
Richard "Rich" C. Jackson
Financial Advisor
Richie Jackson Jr. (RJ)
Financial Services Professional
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a “surprise” fund
Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks and ideas to help even the most beginner budgeter get started.
Should you combine your finances after getting married?
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 Things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime - it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.