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Kristin Jackson
Vice President-Investment Officer at Benjamin Edwards Inc.
About
Kristin Jackson serves as Vice President–Investment Officer at Benjamin F. Edwards & Co. in Chesterton, Indiana, and is part of the Roberts Jackson Wealth Management team. With over 16 years of investment industry experience, her role focuses on providing tailored investment advice and wealth management services to individuals and families, emphasizing comprehensive personal and family financial planning.
Jackson's expertise encompasses asset allocation, retirement planning, and multi-generational wealth strategies, primarily advising clients on diversified investment portfolios including equities, fixed income, and alternative assets. She works closely with clients to guide them through complex financial decisions, with a particular focus on personal wealth preservation and succession planning within the private wealth sector.
She is a graduate of Purdue University and began her partnership in the firm by forming Roberts Jackson Wealth Management with her father in 2016. Jackson's career is marked by her commitment to client-first service and fostering long-term relationships, contributing meaningfully to Benjamin F. Edwards & Co.’s reputation for informed, personalized investment advice.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards & Co. | Vice President-Investment Officer | Aug 2018 to Present | — |
Education
Purdue University
1990 — 1994
Others at Benjamin Edwards Inc. (47)
| Name | Role | Location |
|---|---|---|
| Branch Manager, Senior Vice President - Investments | Chandler, AZ , United States | |
A Allen Catalanotto | Senior Vice President-Investments and Branch Manager | Mandeville, LA , United States |
| Senior Vice President- Investments | Middletown, RI , United States | |
A A Paul Olsen | Senior Vice President - Investments, Branch Manager | Madison, WI , United States |
| Chief Investment Officer | St. Louis, MO , United States | |
| Vice President - Investments | Belleville, IL , United States | |
| Senior Vice President – Investments and Branch Manager | Biloxi, MS , United States | |
| Senior Vice President - Investments, Branch Manager | Harrison, AR , United States | |
| Vice President - Investments | Peoria, IL , United States | |
D Dave Brumme | Vice President Investments and Financial Consultant | Springfield, IL , United States |
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