Fiduciary Oath

We believe in placing your best interests first. Therefore, we are proud to commit to the following five fiduciary principles (under advisory relationships only):

We will always put your best interests first.

We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.

We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts.

We will strive to avoid conflicts of interest.

We will full disclose and fairly manage, in your favor, any unavoidable conflicts.

Brent D. Jackson Chief Financial Strategist Jackson Wealth Management

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Advisor Name Firm

Sharon Zimmerly Director of Client Support Jackson Wealth Management

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Advisor Name Firm

To put it in plain English, we will treat you with the honesty and integrity that you would expect from someone with whom you are entrusting your life savings. We will never ask you to do something that we wouldn't do ourselves. Please click HERE to print an unsigned copy of this oath to take to any other advisors you're interviewing.

If an advisor holding himself to a fiduciary standard sounds like the kind of relationship you're looking for in an advisor, then click here to read Who We Serve to see if you are potentially a good fit for our firm. →