2017 Fall Conference Speaker
Greg Jackson collaborates closely with his advisor partners to help them navigate, evaluate and select the technology solutions that will make their lives easier. From portfolio management software and CRM systems to financial planning software and much more, Greg helps his clients find the solutions that can help streamline their processes and maximize their efficiency, so can get back to focusing on their clients. Based in Fort Worth, Greg joined TD Ameritrade in 2009. He has 12 years of experience, holds a Bachelor of Science degree from Texas A&M University, and holds series 7, 63, 24 and 4 licenses.