Our Founder – Brent Jackson

“Our mission is simple but profound — to help successful families, executives, and business owners gain clarity, confidence, and control over their financial lives, so they can focus on what truly matters most.”

Brent Jackson is the Founder and Chief Investment Strategist of Jackson Wealth Management in Findlay, Ohio. For over three decades, Brent has guided clients through changing markets and major life transitions — helping them simplify complexity, build confidence, and make intentional financial decisions aligned with their goals and values.

Since beginning his career in 1995, Brent has earned a reputation for delivering personalized, fee-worthy advice through a disciplined, process-driven approach. His leadership philosophy centers on three enduring principles: clarity, consistency, and follow-through. These pillars serve as the foundation for the firm’s proprietary planning process, Chart Your Course™.

A Career Defined by Purpose

Throughout his 30+ year career, Brent has seen that long-term success in wealth management is not about short-term market movements, but about helping clients make sound, forward-looking decisions that compound into meaningful outcomes.

He leads Jackson Wealth Management with a clear conviction — that every client interaction should deliver measurable value. This means combining investment discipline, tax efficiency, and proactive planning to help clients pursue a work-optional lifestyle — one where they work because they want to, not because they have to.

Faith, Family, and Purpose

Brent believes that financial planning should go beyond numbers. His approach integrates purpose and stewardship, guiding clients to use their wealth as a tool to create freedom, strengthen families, and leave a legacy of generosity.

As a faith-based business leader, Brent strives to apply Biblical wisdom in practical ways — focusing on gratitude, integrity, and service. He credits his success not to luck or timing, but to God’s provision and the trust of the many families who’ve allowed him to guide their financial journey.

Beyond the Office

Outside of work, Brent enjoys spending time with his wife, Ann, their children, and grandchildren. He’s deeply connected to his community and values time at their lakehouse on Rose Lake, where he enjoys all things boating and watersports — from surfing and foil boarding to sky skiing, sailing, or a simple sunset cruise with family and friends.

These moments on the water serve as a reminder of the balance and freedom he strives to help clients achieve — a life that’s both purposeful and well-lived.

Ready to Chart Your Course?

Experience what it means to work with a team that’s proactive, strategic, and truly invested in your success.