skip to main content

Main Menu

Why JWS?
About Us
The Work
- Our Process
- Services
Resources
- Discovery Documents
- Articles
Client Experience
- JWS Client Portal
- NYL Online Account

Discovery Documents

Handshake

Confidential Questionnaire

Piggy Bank

Personal Cash Flow

Checklist

Client Onboarding Experience

Confused

Risk Tolerance

BusinessTalk

Business Supplement

Disclosure

Richard Jackson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of KY, and OH. No insurance business may be conducted outside the states referenced.

Richard Jackson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5905 E Galbraith Rd Ste 4000, Cincinnati, OH, 45236, 513-297-0097. In this regard, this communication is strictly intended for individuals residing in the states of GA, IN, KY, OH, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Richard Jackson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of GA, IN, KY, OH, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

JACKSON WEALTH STRATEGIES, LTD is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither JACKSON WEALTH STRATEGIES, LTD nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Connect on Social

Why JWS?
About Us
The Work
- Our Process
- Services
Resources
- Discovery Documents
- Articles
Client Experience
- JWS Client Portal
- NYL Online Account
Contact Us

Copyright . New York Life Insurance Company. All Rights Reserved.

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices