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Jackson Sackman

Advisor at Bankers Life Advisory Services, Inc. — Woodstock, GA

Updated today

Credentials

Series 66

Experience

1 year

Location

Woodstock, GA 30188

Bankers Life Advisory Services, Inc. logo

Bankers Life Advisory Services, Inc.

Enterprise

Total advisors

535

Across 197 offices

Clients per advisor

27 Very Low

Avg AUM per client

$172,460 Very Low

HNW client ratio

0% Very Low

About

Jackson Sackman is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Home Depot, The UPS Store, Georgia All-Stars Gymnastics, and the Cherokee County school system. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals by providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple asset classes with periodic rebalancing and performance reviews.

Client services

Based on Bankers Life Advisory Services, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Bankers Life Advisory Services, Inc.

Wealth management

Occupation focus

Based on Bankers Life Advisory Services, Inc.

Retired

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Fee options

Percentage

0.50% to 2.5% annually (negotiable) for Portfolio Management Services

Commissions

Certain Investment Advisors are registered representatives and earn commissions from brokerage and insurance product sales separately.

Project-based

Hourly fees charged for Investment Consulting Services; specific rates set forth in consulting contracts.

Other

Fee-only: Investment Consulting Services charged on an hourly rate basis, fees negotiable and may be reduced or waived.

Location

See office

Woodstock, GA

700 Churchill Ct Ste 110

Woodstock GA 30188

Advisors at this office

2

Most active in

Georgia

Work history

1 year of industry experience

Bankers Life Advisor

2026 - Present • 1 year

Woodstock, GA

Bankers Life Securities, Inc

2025 - Present • 1 year

Woodstock, GA

Bankers Life & Casualty, Inc

2024 - Present • 2 years

Woodstock, GA

Home Depot

2021 - 2024 • 3 years

Athens, GA

The UPS Store

2020 - 2021 • 1 year

Canton, GA

Georgia All-Stars Gymnastics

2019 - 2020 • 1 year

Woodstock, GA

Cherokee county school system

2006 - 2019 • 13 years

Woodstock, GA

Disclosures

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

Business activities & affiliations

Jonathan B

Series 63, Series 66

Marietta, GA

Sentara Capital

My why in life...I exist to encourage and inspire the lives of others through the Art of Generosity. As a Financial Advisor at Sentara Capital, I partner with affluent families, business owners, professionals, and retirees to navigate complex financial decisions with clarity and confidence. My focus is helping clients make the transition from accumulation to distribution — and then moving intentionally toward maximizing their legacy and generosity. What sets our approach apart is the combination of active portfolio management using individual stocks and ETFs, paired with proactive tax planning strategies that keep more of what you've built working for you. After 17+ years in financial services — including roles at Wells Fargo, Truist, and Regions Bank — I made the move to the independent RIA space to operate as a true fiduciary. No quotas. No activity metrics. Just quality relationships and creative solutions built around what matters most to you. I graduated from Liberty University with a degree in Business Finance. Beyond client work, I'm passionate about the adoption community. My wife Christina and I live in Woodstock, Georgia with our 11 children. When I'm not in the office, you'll find me running, watching football, or trying not to pull a hammy playing Ultimate Frisbee with F3. (Any guesses why my F3 nickname is Myrtle? 🐢) Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.

Active portfolio management General tax planning Retirement income strategy Roth conversion strategy Long-term care insurance Approaching retirement Retired
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William P

Series 63, Series 65

Roswell, GA

Vickery Creek Capital Management

William Parsons III is a financial advisor with Vickery Creek Capital Management in Roswell, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at Merrill Lynch since 2000. Parsons is also active as an independent insurance agent, collaborating with an outside consultant to offer nonproprietary insurance products. Vickery Creek Capital Management serves individual and family clients with significant investable assets, providing investment management and comprehensive financial planning services. The firm employs a top-down, macroeconomic investment approach focused on retirement income objectives, using diversified portfolios with bonds, equities, mutual funds, and ETFs, while emphasizing client education and regular portfolio reviews.

Retirement income strategy Income planning General estate planning guidance Life insurance needs analysis Annuities Retired Founder/Business Owner Executive Approaching retirement Established Professionals
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Alex F

Series 65

Marietta, GA

AF Capital Management, LLC

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

Options & derivatives strategies Passive / index investing Active portfolio management
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Erin M

CFP®, Series 63, Series 65

Milton, GA

MRP Advisors, LLC

Erin Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at MRP Advisors, LLC. Her prior experience includes positions at MRP Capital Management, LLC, and Pgi Wealth Management. She is also the owner of MRP Capital Management, LLC, an entity used for tax purposes. MRP Advisors, LLC is an independent registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, and corporations. The firm offers discretionary portfolio management, financial planning, and consulting services, employing diversified strategic and tactical asset-allocation strategies across equities, fixed income, mutual funds, and ETFs.

General retirement planning Wealth management College savings (529s, UTMA, etc.)
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Elbert M

CFP®, ChFC®, Series 63

Atlanta, GA

McWilliams Financial Advisory Group LLC

Elbert Mcwilliams is a CFP® and ChFC® with 22 years of industry experience. He has led McWilliams Financial Advisory Group LLC since 2007. The firm serves a small client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. McWilliams Financial Advisory Group provides fee-based financial planning and consulting, referring clients to third-party money managers for investment management and offering educational seminars and workshops for the public.

General retirement planning General tax planning
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Timothy M

Series 63, Series 65

Alpharetta, GA

Morgan Capital Group LLC

Timothy Morgan is a financial advisor with Morgan Capital Group LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His background includes roles at Manpower Engineering, Morgan Joseph, and State Farm Insurance. He also maintains a licensed insurance practice involving the sale of insurance products. Morgan Capital Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, and small businesses. The firm offers both discretionary and non-discretionary managed accounts and is noted for sponsoring a wrap-fee program while primarily managing non-discretionary assets. Their investment strategies are tailored to client objectives and include asset allocation, dollar-cost averaging, and technical analysis, with planning services available on a fixed-fee or hourly basis.

Annuities
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