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Quotient Wealth Partners works with corporate executives, retirees, and families to help protect and grow their wealth. Schedule a complimentary consultation to explore if our comprehensive approach aligns with your needs.

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Larry D. Jackson, CFP®

Senior Wealth Advisor

Larry Jackson

Larry D. Jackson is a Senior Wealth Advisor at Quotient Wealth Partners. With over 20 years in the industry, Larry specializes in retirement planning, distribution strategies, liquidity management, and tax optimization. He is a Certified Financial Planner, with clientele ranging from corporate employees and small business owners. He holds his Bachelor of Science in Biology from Tarleton State University.

Outside of the office, Larry enjoys spending time with his wife Amy, and kids, Carter, Cammy, and Colt, and dogs Jake and Mille, and spending time hunting and fishing with them.

Contact Information

Phone:

(469) 912-2338

Email

larry.jackson@quotientwealth.com

CFP® – Certified Financial Planner

The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions. In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.

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