Edward Jones - Financial Advisor: Charles K Jackson

Reviews

• EJ

  Elyse Jay

  Jul 13, 2025
  5.0
  Charles is such an amazing financial advisor. He is so genuine and kind. He explains everything step by step. You can tell he genuinely cares about his clients. If you don’t know where to start on your financial journey, definitely give Charles a call.
• CC

  Carson Cramer

  May 12, 2025
  5.0
  Great guy and team very helpful and honest!
• LS

  Lisa Seeber

  Apr 2, 2024
  5.0
  Having Charles Jackson as our financial planner is the best investment decision I have made in my life! He gives expert advice but respects your decisions. He lays out the options and does not side step risk which places you as the investor in a position to make decisions best suited for your family. In addition, he is a fabulous financial educator with investing as well as other aspects of a family's financial picture. He always has time for you, and I always feel like he is on our side as a financial advocate. You will not regret working with Charlie for your financial health.
• DB

  Daniel Bisso

  May 3, 2022
  5.0
  I highly recommend Charles for financial advice, retirement planning, investing, and getting a solid feel for the markets. I really feel good about everything we have set up for both my personal and business investments and planning.
• BF

  Ben Foreman

  Jan 19, 2022
  5.0
  I'm almost tempted to leave my personal contact info in this review as there is no possible way I can articulate the depth of value that working with Charles has brought me. Admittedly I am below average at managing the finances in my personal life. Charles provides the best possible balance of driving progress and accountability, while still helping me learn. Trusting someone with your finances is one of the biggest leaps we take as individuals and I am very grateful that I have the opportunity to trust Charles with mine. If you are looking for someone who is super transparent, reliable, and not going to just give you the answer you're looking for and move on, Charles is the man you need. Check back with me in 5 years and I look forward to updating this with additional details. Its been about 2 years - I am beyond thrilled and my joy from finding financial freedom and the excitement that comes from turning these stressful things into exciting things is so helpful. Charles has kindly helped close my education gaps and its not insincere to state its changed my life for the positive.

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