Wealth Manager
Jackson Davis, CFP®
Aldrich Wealth LP
Jackson's EXPERTISE
- Certified Financial Planner (CFP®)
- High net worth individuals & families
Jackson joined Aldrich Wealth in the summer of 2020 as an intern while attending George Fox University and later joined the firm as an Associate in 2021.
While Jackson is just starting out in his career, he has a passion for helping individuals and families achieve their financial goals by simplifying complex decisions. Jackson’s career aspirations stem from personal experience, and he hopes to be able to guide and provide clarity to his clients throughout the financial planning process.
Jackson graduated from George Fox University with his Bachelor of Science in financial planning and has completed his series 65 exam. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of the office, you can find Jackson on the fairway. He is an avid golfer.
