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Jackson F
CFP®, Series 66
Fort Worth, TX
Fleming Wealth
Jackson Fleming is a CFP® with six years of industry experience, currently serving as an advisor at Fleming Wealth. His prior roles include positions at Charles Schwab & Co., Wells Fargo Advisors, and Northwestern Mutual. Outside of financial services, he has a background in sports administration, having worked with USA Hockey for nine years. Fleming Wealth provides investment management and comprehensive financial planning services to individual and high-net-worth clients, including business owners focused on exit or succession planning. The firm offers discretionary portfolio management and tailored investment strategies that blend Modern Portfolio Theory with multiple analytical approaches, operating as a fee-only adviser with both project-based and ongoing fixed-fee financial planning options.
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