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Kristin Jackson

Kristin Jackson

Vice President-Investment Officer at Benjamin Edwards Inc.

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
Benjamin F. Edwards & Co.Vice President-Investment OfficerAug 2018 to Present

Education

Purdue University

1990 1994

Others at Benjamin Edwards Inc. (47)

NameRoleLocation
Adpa Theresa Clemmons
Adpa Theresa Clemmons
Branch Manager, Senior Vice President - InvestmentsChandler, AZ , United States
A
Allen Catalanotto
Senior Vice President-Investments and Branch ManagerMandeville, LA , United States
Anne McCarver
Anne McCarver
Senior Vice President- InvestmentsMiddletown, RI , United States
A
A Paul Olsen
Senior Vice President - Investments, Branch ManagerMadison, WI , United States
Bill Hornbarger
Bill Hornbarger
Chief Investment OfficerSt. Louis, MO , United States
Brent Wilhelm
Brent Wilhelm
Vice President - InvestmentsBelleville, IL , United States
Bridget Weatherly
Bridget Weatherly
Senior Vice President – Investments and Branch ManagerBiloxi, MS , United States
Chris McNew
Chris McNew
Senior Vice President - Investments, Branch ManagerHarrison, AR , United States
Cliff Laine
Cliff Laine
Vice President - InvestmentsPeoria, IL , United States
D
Dave Brumme
Vice President Investments and Financial ConsultantSpringfield, IL , United States
Showing 1-10 of 47 team members

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