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Christopher Jackson

Advisor at TruNorth Financial Services, Inc.

Updated today

Location

Chambersburg, PA 17201

Credentials

Series 65

Industry experience

11 years

About

Christopher Jackson is a financial advisor at TruNorth Financial Services, Inc. in Chambersburg, PA, holding a Series 65 designation with 11 years of industry experience. He previously worked at PNC Wealth Management and Tucker Financial Services. Outside of his advisory role, Jackson is active in community and educational organizations, serving as chairperson of the Shippensburg University Finance Advisory Council and president of University Community Ministries. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach with portfolios primarily consisting of mutual funds and ETFs, managing accounts on a discretionary basis guided by client risk tolerance and an Investment Policy Statement.

Client services

Based on TruNorth Financial Services, Inc.

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Based on TruNorth Financial Services, Inc.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning

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Fee options

Fixed

Fixed financial planning and consulting fees ranging from $100 to $5,000

Percentage

$0 - $999,999: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $4,000,000: 0.60% $4,000,000 - $7,000,000: 0.50% $7,000,000 - $20,000,000: 0.45% $20,000,000+: 0.35%

Project-based

Up to $250 per hour for financial planning and consulting services

Other

Minimum fee: One-time initial setup fee ranging from $250 to $500 (may be waived at discretion) Fee-only: Financial planning and consulting fees: fixed fees ranging from $100 to $5,000 or hourly fees up to $250 per hour

Location

425 Phoenix Drive

Chambersburg, PA 17201

Most active in

Maryland · Pennsylvania

Work history

Tucker Financial Services, Inc.

2016 - Present (10 years)

PNC Wealth Mgmt

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Fred Y

CFP®, Series 65

Greencastle, PA

Cumberland Valley Financial Services Inc.

Fred Young is a CFP® professional with 32 years of industry experience, serving as the sole advisor at Cumberland Valley Financial Services Inc. in Greencastle, PA, where he has worked since 1992. He holds a Series 65 license and provides financial advisory services through an independent, state-registered firm. Cumberland Valley Financial Services Inc. offers ongoing portfolio management and comprehensive financial advice to individuals, pensions, profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm implements diversified investment allocations primarily using no-load mutual funds and ETFs, managing a significant portion of assets on a discretionary basis under tailored investment policies.

Active portfolio management Options & derivatives strategies
user avatar

Noah E

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

Noah Eshenaur is a financial advisor at TruNorth Financial Services, Inc. with a Series 65 designation and three years of industry experience. Prior to joining TruNorth, he worked in various roles including positions at Shippensburg University and Tuscarora Intermediate Unit 11. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a conservative, diversified investment approach with portfolios constructed primarily of mutual funds and ETFs, supplemented by individual equities and fixed-income securities when appropriate.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
user avatar

Kristin R

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

Kristin Ramsay is a financial advisor at truNorth Financial Services, Inc. with a Series 65 credential and three years of industry experience. She previously worked at Orrstown Bank for eight years before joining truNorth Financial Services in 2019. Outside of advising, she is a minority owner of a coffee roasting and coffee shop business called Denim Coffee Company. truNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach, constructing portfolios primarily with mutual funds and ETFs while offering retirement rollover guidance and consulting services.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Michael E

Series 63, Series 65

Shippensburg, PA

Mutual of Omaha Investor Services, Inc.

Michael Eicher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Mutual of Omaha since 2015 and with Mutual of Omaha Investor Services since 2022. In addition to advisory work, he is licensed as an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, utilizing a platform that integrates model portfolios and discretionary management through approved managers.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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James M

CFP®, Series 63

Ft Loudon, PA

Creative Financial Designs, Inc.

James Martin is a CFP® with 35 years of industry experience. He has been with Creative Financial Designs, Inc. since 2011. Outside of his advisory role, he is active as a minister of the gospel and provides tax preparation, accounting, and business consulting services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including Biblical Responsible Investing, alongside flexible billing arrangements and affiliated insurance and tax services.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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William L

Series 63, Series 65

Shippensburg, PA

Mutual of Omaha Investor Services, Inc.

William Lape is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he is president of ProtectSHIP LLC, a company focused on health insurance administration and training, and serves on the Shippensburg Borough Planning Commission as well as the board of Gideons International Cumberland South Camp. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account services through a network of Investment Advisor Representatives using an approved platform.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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