Jaclyn Jackson

Jaclyn Jackson, CAP®, serves as the Director of Marketing and Investment Professional at Center for Financial Planning, Inc.® in Detroit, Michigan, where she manages client portfolios and conducts investment research within the firm's Investment Department. Her role includes strategic oversight of client assets, collaboration on portfolio construction, and the development of research-driven recommendations, with a focus on diversified portfolio management for individual and institutional clients. Jaclyn holds Series 7 and Series 66 securities licenses, underscoring her regulatory expertise in investment advisory and brokerage services.

Jaclyn joined Center for Financial Planning, Inc. in 2008 and has established herself as a leader by heading the firm's internship program, where she mentors emerging professionals and ensures cross-functional exposure throughout the organization. Her investment focus areas span a broad range of public market asset classes, including equities, fixed income, and multi-asset strategies suitable for long-term financial planning and philanthropy-driven investment objectives. Jaclyn is also a Chartered Advisor in Philanthropy® (CAP®), reflecting her expertise in philanthropic financial strategies and advising clients on effective charitable giving as part of their overall wealth management plans.

In addition to her investment responsibilities, Jaclyn plays an active role in community engagement as a member of The Center’s Charitable Committee and as a board member or mentor with several Detroit-area non-profits. She is a graduate of the University of Michigan, where she earned her Bachelor of Arts degree. Her professional contributions highlight her commitment to both technical excellence in investment research and to fostering the next generation of financial professionals through mentorship and community service.