Our Qualifications

Jeffrey B. Dickerson, CFP ®
Managing Partner


A CERTIFIED FINANCIAL PLANNER™ practitioner with over 20 years of experience in financial services, Jeff Dickerson has achieved a distinguished career in financial services by putting his clients' interests first and providing  personal service.

He specializes in comprehensive investment and retirement planning services, and he has worked with employees and retirees from some of the Richmond area's largest private employers.

Jeff most recently served as a Vice President-Investments with UBS Financial Services, where he also held the position of Investment-Limited Partner with predecessor J.C. Bradford & Co.  He also served as a Senior Vice President with Wheat First Butcher Singer, a predecessor firm of Wells Fargo Advisors, and as a Service Business Development Specialist with Charles Schwab & Company for five years. Jeff attended James Madison University and graduated from The Financial Planning Institute.

L. Todd Jackson, CFP®
Managing Partner


Todd Jackson has built a loyal client base by providing sound financial advice and service. Todd has extensive knowledge of Investment Planning and Analysis.

A CERTIFIED FINANCIAL PLANNER™ practitioner with over 20 years in financial services, Todd specializes in working with small business owners and foundations, personal trust services and portfolio analysis.  In addition, Todd served for two years as the Business Analyst on the 1140 AM WRVA morning news program.

Todd most recently served as a Vice President-Investments with UBS Financial Services, where he also held the position of Investment-Limited Partner for predecessor J.C. Bradford & Co.  He has also worked as an Investment Officer with Wheat First Butcher Singer, a predecessor firm of Wells Fargo Advisors, and a Vice President/Regional Manager with Olde & Co. Todd attended the University of Cincinnati and graduated from The Financial Planning Institute.


Jason J. Braun
Registered Senior Associate
, Registered Para-Planner


In his role as Registered Senior Associate, Jason Braun brings over 13 years worth of experience in the financial services industry.

Jason works closely with clients to help ensure that all of their day to day account concerns are answered. Jason's extensive background in operations and customer service makes him the main resource for all client service issues.

Jason is a Registered Para-Planner.  He most recently served as an Assistant Vice President with Wells Fargo Advisors, working as a Supervisor in their training department. He also worked with Scott & Stringfellow in a number of operational positions. Jason attended Radford University and is Series 7 Securities registered.

 

 

 

Wells Fargo Clearing Services, LLC is not a legal or tax advisor.