Jeffrey Jackman CFP, CLU, ChFC, RICP, WMCP in

Jeffrey Jackman CFP, CLU, ChFC, RICP, WMCP

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Wealth Management Advisor at Northwestern Mutual
📍 Greensboro, North Carolina, United States

Jeffrey Jackman is a Wealth Management Advisor and Growth and Development Director at Northwestern Mutual, specializing in financial planning for medical professionals. A graduate of Greensboro College and a CFP®, he was recognized by Forbes as a Best-in-State Financial Security Professional.

Outside of work, Jeffrey is an avid golfer, having played competitively in college. He is passionate about community service, previously chairing the Future Fund. He enjoys pickleball, BBQ, and following his hometown Pittsburgh sports teams with his family.

Unique fact: Jeffrey and his wife, Lindsey, share the same birthday and serendipitously met on their 21st birthday.

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Experience
12 Years
Current Role
Wealth Management Advisor
Job Level
Mid-senior
Location
Greensboro, North Carolina, United States
Personality Overview

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Decision Approach
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Priorities

Topics Jeffrey cares about

Financial Planning
As a Wealth Management Advisor, his career is centered on creating financial plans, with a specific focus on serving medical professionals and their families.
Community Philanthropy
He was the former Chair of the Future Fund, where he helped plan a "shark tank" style event for local non-profits, demonstrating a commitment to local causes.
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Career

Work history

1-2022
Wealth Management Advisor
Northwestern Mutual
1-2020
Growth and Development Director
Northwestern Mutual
5-2014 - 1-2021
Financial Advisor
Northwestern Mutual
4-2013 - 9-2014
Sales Representative
Golf USA
In the press

Media appearances

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Education
2011 - 2014
BS
Greensboro College
2007 - 2011
Education details unavailable
Northern Guilford High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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