Get to know us.
David Jackson, MS, CFP®
Describe your perfect day?
My perfect day involves 60 degree weather at a cabin in the woods on a lake - nothing to do and no electronics around with all-you-can-eat seafood and sushi.
What do you most like about your job?
I love working with numbers, solving complex puzzles, and helping people. I’m blessed that I get to do that every day in helping others with their financial needs.
Surprise us, something we don't know about you?
My favorite pizza topping is anchovies.
How long have you worked in Financial Services?
10+ years
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About
A lifelong Hoosier, David brings over a decade of experience serving a broad spectrum of clients with diverse financial needs and goals. Prior to joining Domain Money, he held leadership roles at Charles Schwab and Fidelity, where he guided teams, managed strategic initiatives, and helped clients achieve their financial potential. David is deeply committed to financial education and takes pride in simplifying complex financial scenarios into clear, actionable strategies. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2021 and holds a Master’s degree in Personal Financial Planning. Outside of work, David is an avid tennis competitor in USTA tournaments, a passionate musician, and a dedicated father to his five-year-old son, Jude. He also enjoys exploring the outdoors and traveling to historical landmarks around the world, fueled by his lifelong love of history.
Education
Bachelors of Science - Social Studies / Oakland City University Bachelors of Art - Elementary Education / Oakland City University Masters of Science - Personal Financial Planning / Kaplan University
Expertise
Investments, Retirement Savings Strategies, Tax and Estate Planning, Risk Mitigation, College Planning, Debt Management, Equity Compensation Planning, Charitable/Gifting Strategies, Tax-Smart Investing Strategies
Experience
Previously worked as a Master Trainer, Senior Team Manager, and CERTIFIED FINANCIAL PLANNER® professional at Charles Schwab and as a Financial Consultant with Fidelity Investments.
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