Robert Jackson - Financial – Investments

Member Profile

Member Bio

I’ve lived in Lawrenceville since 1983. I am married to Nancy and between the two of us we have 5 children and 5 beautiful grandchildren.
Been an independent Financial Advisor for over 25 years.

    Contact Info
  • Phone: 404-219-1808
  • Team: Sugarloaf
  • Introduced by Yale Shure
  • Joined on 02/03/2012

Recent Comment

Accurate: Precise

When I work with a client on their retirement planning, we have to make sure that we have allocated their assets in the right investments. First for their risk tolerance and second to make sure they will have enough income to live on for the duration of their life.
One of my older clients had most of her assets lined up for retiring in the next couple of years, but had an annuity that another broker (her mother had made her use) had sold her for future income. As we already had that piece of the puzzle covered, we had to move that money into another investment that would actually work with her current portfolio in order to maximize her retirement. Now it’s 4 years later and she has all of her boxes checked for retirement and has been receiving more income than she was set to get prior to re-allocating her money.

Awards & Recognition

Membership
  • 3 year
  • 5 year
Leadership
  • TeamCoOrdinator
  • ParticipationCoOrdinator
  • VisitorCoOrdinator
  • MembershipCoOrdinator
  • MentorCoOrdinator
  • Officer Hand Pin
Development
  • Orientation
  • InfoMinute Seminar
  • 7-Minute Workshop Presentation

Members Sponsored

  • Carroll Moore
  • Cord Middleton
  • Kerry Guthrie
  • Cindy Mahaffey

Company Profile

Company Profile

Centaurus Financial, Inc. is a national independent broker/dealer licensed to offer securities, investment advisory services and insurance products. Centaurus is a member of both the FINRA and SIPC and a registered Investment Advisor of SEC

    Company Contact Info
    Centaurus Financial, Inc.
  • 7 Dunwoody Park
  • Suite 121
  • Atlanta, Georgia
  • 30338
  • Phone: 770-452-6646
  • Website: https://www.centaurusfinancial.com
  • Fax: 770-452-6632

Member Email

  • This field is for validation purposes and should be left unchanged.
  • Accepted file types: pdf.
    No spaces in your file names.