Robert Jackson

Robert Jackson

Financial Advisor

404-219-1808

Member

Team

PowerLinks Certificate 04/01/2012
InfoMinute Seminar 03/23/2012
7-Minute Presentation Workshop 03/12/2012
Orientation Essentials 03/09/2012

Development

Centaurus Financial, Inc.

Centaurus Financial, Inc.

770-452-6646

7 Dunwoody Park
Suite 121
Atlanta, GA 30338

Company

Endorsement Letters I've Received

My main tool when working with a new client is a risk tolerance questionnaire.  After answering several questions about how they would react given different circumstances, we then score the results between 10-100, with the higher score meaning that they can handle more risk.  Based on these results I will then make recommendations that fit their profile.  They are welcome though to override their profile and can put their money into more or less risk averse investments.

Referral Trigger Response

Sugarloaf Team

Introduced by:

Yale Shure

Yale Shure

Joined on 02/03/2012

Leadership

TeamCoOrdinator 04/08/2024
ParticipationCoOrdinator 12/07/2020
VisitorCoOrdinator
MembershipCoOrdinator 10/01/2021
MentorCoOrdinator 06/07/2023
Hand Pin 02/14/2018

Membership

10-year Pin 11/02/2022
5-year Pin 03/03/2017
3-year Pin 02/20/2015

Team

Gold Star Pin 08/07/2019

Members I've Invited

Cindy Mahaffey

Cindy Mahaffey

Kerry Guthrie

Kerry Guthrie

Corrie Thrasher

Corrie Thrasher

Cord Middleton

Cord Middleton

Carroll Moore

Carroll Moore

Sponsorship

Endorsement Letters I've Given