At JWS, we sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that’s one of the reasons I created JWS in 2007. The journey started in 2002 when I first got licensed, but a short year later, the opportunity to partner with the financial group at New York Life presented itself. This was one of the best decisions I could have made and New York Life and their various companies continue to be JWS's strongest strategic partner. Getting started wasn't easy, but few things of value come easy.
I wanted the opportunity to control my own future and run a good business that worked with and for great clients by putting their best interests at the forefront of our planning. Why? Because I believe most of my clients want the same things I want for themselves and the ones they love. This business has provided the opportunity and privilege to dialogue with clients about the things they truly value above all else. Client after client this "truth" repeats itself reminding me that our work is purposeful.
When you choose JWS, you can take comfort in the fact that we've been at this for over 20 years, and therefore have a vested interest in seeing our friends and neighbors succeed. In fact, we probably have many of the same hopes and aspirations and that's why we're happy to share all the resources and information our firm has to offer.
Depending on your needs, we can introduce you to proven, dependable ways to help protect your family’s lifestyle and future; prepare for major financial events such as paying for college, save for retirement, or help you develop a strategy to transition out of your business.
Of course, our background isn’t the one that matters. We’ve found that getting to know our clients—their hopes, dreams, and goals for the future—is far more important. So if you’re looking for someone ready to work for you, please let us know. We'd welcome the opportunity to share the scope of our work with those who are seeking to control their future as well. We look forward to meeting you soon.
Rich Jackson
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 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.
