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Jon Jackson

CFP®
Franchise Field Vice President
 
 
303 Wyman Street, Suite 300
Waltham, MA 02451-1208
Jon Jackson, Field Vice President | Ameriprise Financial
Learn how Jon Jackson, Field Vice President at Ameriprise Financial, helps financial advisors in Maine, New Hampshire, and Eastern Massachusetts manage and grow their practices.
20 Years with Firm
 
97 Advisor Retention Rate
 

My territory

Maine, New Hampshire, Eastern Massachusetts

How I work to support your success

I am responsible for ensuring that advisors have access to resources to run and grow their practice. By combining the vision you establish for your practice with the support from my team and resources from Ameriprise, you'll have the opportunity to experience growth, equity ownership and success.

My team and I will work with you to:

  • Transition your practice, providing customized support and best practices
  • Help you grow your practice in a manner that works best for you
  • Drive practice value or equity
  • Protect your practice from the unexpected and prepare for your retirement with a customized succession plan

Career highlights

  • 20 years of experience: I started my career as an advisor with Ameriprise Financial in 1997
  • 'In the field' my entire career. I have worked directly with advisors and clients throughout my career providing leadership, coaching and support.
  • Extensive industry knowledge, and experience working with advisors coming from many different firms

Other interests

  • Financial Planning Association (FPA) member, and Board member 2008-2012
  • Trips to the beach with wife and 2 daughters
  • Running, football, and dogs (we have 2)

Local leadership team

Robin Brand
Installation Manager
Responsibilities

Robin helps practices create efficiencies by utilizing technology, integrating tools, and implementing repeatable and consistent business processes.

Adam Egan, CFP®
Senior Regional Sales Manager
Responsibilities

For advisors interested in growing their client acquisition business and improving their marketing strategies, Adam coaches advisors on how to incorporate a systematic marketing process within their practice. He helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, Adam will focus on helping you consistently execute on a referral strategy, implement an effective client and prospect communication plan, and help you build your digital presence.

Mike Greenberg
Regional Sales Director
Responsibilities

Mike specializes in helping advisors drive practice results through new business opportunities. He is the primary point of contact for increasing assets and revenue through product solutions. Additionally, he works with advisors on strategies to move up market and go deep with their best clients.

Jeff Montieth
Recruiting Director
Responsibilities

Jeff is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.

Mary Jo Rowe
Senior Territory Coordinator
Responsibilities

Mary Jo provides administrative and operational support, and also coordinates meetings, training and seminars. Mary Jo is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.

Pheng Vang, CFP®, BFA
Lead Regional Financial Advice Sales Consultant
Responsibilities

For advisors interested in growing their financial planning business, Pheng works with advisors to create a systematic process for your practice. Pheng helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.

Steve Wilder, MBA
Manager, Franchise Recruiting and Engagement
Responsibilities

Steve works closely with successful teams to help them to find and develop new talent; this includes support staff, Associate Financial Advisors and experienced advisors wanting to join a team. He also partners with new advisors joining our firm to guide them through a successful transition and onboard process. Steve is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Years with Firm

Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.

Advisor Retention Rate

Advisor retention rate is a percentage based on Ameriprise internal reporting over a period from October to September of the previous year.

This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. MN Permit #F-3872. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.

Practice growth results not guaranteed.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.