Partner Director of Financial Planning Senior Advisor
A career in financial planning chose me, instead of the other way around. Hi, I’m Kerry Jackson, Partner and Director of Financial Planning at Fish and Associates. I went to the University of Toronto to study film, but after graduation I wanted more out of life.
Driven by my passion for helping people alleviate anxiety and uncertainty, I fell in love with integrated financial planning. To me, financial planning doesn’t feel like a job but rather a calling, and I love it! With my mom Kathy as my mentor, I’ve also become a CERTIFIED FINANCIAL PLANNER™ and gone on to receive my Series 7 (General Securities), Series 66 (Uniform Combined State Law), and TN insurance licenses.
In addition to managing the day-to-day tasks of financial planning, I also oversee the client services staff. I specialize in serving the firm’s young professional clients, providing them with financial planning services and investment guidance.
As a Memphis native, I consider it an honor to serve the community I love dearly. I use my financial skills as the board treasurer of Girls, Inc. and as a previous board member for Friends for Life. I also hold another title I’m extremely proud of: Foster Dog “Mom”. My dogs, Emmy and Elliott adore the company and I love caring for the dogs until they find their forever homes!